Retirement Plan Services Representative

Capital Group
$41,694-$66,710
retirement plan
United States, Texas, San Antonio
Mar 29, 2025
"I can succeed as a Retirement Plan Services Representative at Capital Group." As one of our Retirement Plan Services Representatives, 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'll explain financial concepts and regulations. You'll build trust in these interactions by utilizing resources to understand business and regulatory requirements, performing research, and ensuring the resolution of unclear or incomplete requests in real-time over the phone. You don't need any previous experience or knowledge in investment management to thrive in this job. We'll teach you everything you need to know, which makes this a perfect starting point to launch your career with Capital Group.This position will be starting onJune 2, 2025. "I am the person Capital Group is looking for." You have 2+ years of proven experience in customer support or client services, including relevant school project work and internships. You are a tech-savvy problem solver. You excel at researching and resolving customer inquiries quickly, navigating multiple systems throughout the day. You have taken on challenging customer interactions with patience, empathy, and composure, knowing when to take ownership and when to escalate client concerns. You enjoy staying informed of the company's products and services, policies and procedures, and applicable regulations and legal requirements. You are open to working overtime hours as needed. San Antonio Base Salary Range: $41,694-$66,710 In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. You can learn more about our compensation and benefits here. * Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans. We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.