Retirement Plan Services Representative

Capital Group

San Antonio, US
Base: $43,153-$69,045; bonus/equity: individual an...
On-site
Customer service experience
Talking to people over the phone
Tech-savvy problem solver
You’ll take high-volume inbound phone calls providing customer service to retirement plan clients

Job Summary

  • You’ll take high-volume inbound phone calls providing customer service to retirement plan clients.
  • You’ll help callers feel comfortable and supported while answering general retirement plan questions.
  • You don’t need any previous experience or knowledge in investment management to thrive in this job.

Matching Summary

You’ll take high-volume inbound phone calls providing customer service to retirement plan clients.

Salary

Base: $43,153-$69,045; Bonus/Equity: individual annual performance bonus, Capital’s annual profitability bonus; Benefits: company-funded retirement contribution, generous time-away and health benefits, 2-for-1 matching gifts

Skills & Requirements

Must-have

  • customer service experience
  • talking to people over the phone
  • tech-savvy problem solver
  • working across multiple systems
  • patience, empathy, and composure

Nice-to-have

  • bringing your best, authentic self
  • fostering a strong sense of belonging
  • diverse perspectives, experiences, and backgrounds
  • long-term thinking
  • community

Key Requirements

  • customer service experience in any industry
  • open to working overtime hours

Work Rights

Not specified

Tailored Resume

Cover Letter