Base: $39,230-$62,768; bonus/equity: eligible for ...
On-site
High-volume inbound phone calls
Client trust and support
Complex financial information
We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace
Job Summary
We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.
Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide.
As a Client Services Representative, you’ll take high-volume inbound phone calls from shareholders, financial professionals, and internal colleagues.
Matching Summary
We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.
Salary
Base: $39,230-$62,768; Bonus/Equity: eligible for individual annual performance bonus, plus Capital’s annual profitability bonus; Benefits: company-funded retirement contribution (15% of eligible earnings), generous time-away and health benefits from day one, 2-for-1 matching gifts for charitable contributions
Skills & Requirements
Must-have
high-volume inbound phone calls
client trust and support
complex financial information
critical thinking in real-time
Nice-to-have
authentic and respectful engagement
consultative client interaction
desire to learn mutual fund industry
Key Requirements
2+ years customer support or client service experience