Client Services Representative I

Capital Group•Indianapolis, IN

19h•Onsite

About The Position

As a Client Services Representative, you’ll take high-volume inbound phone calls from shareholders, financial professionals, and internal colleagues. You’ll help callers feel comfortable and supported while they’re making significant financial decisions. You’ll relay complex, ever-changing information about mutual funds and financial service regulations. You'll establish trust in these interactions by learning new concepts, researching information, and demonstrating critical thinking in real-time to provide solutions. If you have a desire to learn the mutual fund industry from the ground up, we’ll teach you everything you need to know. Which makes this a perfect starting point to launch your career with Capital Group.

Requirements

2+ years of proven customer support or client service experience, including relevant school project work or internship experience.
Dependable and reliable; committed to being present when expected.
Skilled communicator; effective and appropriate verbal and written communication.
Active reader and listener who can interpret, understand and evaluate complex information.
Highly resourceful and a critical thinker.
Thinks outside the box and presents alternative solutions.
Action oriented with excellent problem-solving and follow through skills to identify and resolve complex client problems.
Strong sense of responsibility and owns tasks from start to finish, ensuring timely and high-quality delivery.
Detail orientation and accuracy are consistent and dependable.
Skilled in multitasking and can exercise good judgement for managing competing priorities.
High learning agility and can adapt to new technology quickly.
Places a high value on being authentic, respectful, and engaging.
Able to work overtime hours, as needed.

Responsibilities

Take high-volume inbound phone calls from shareholders, financial professionals, and internal colleagues.
Help callers feel comfortable and supported while they’re making significant financial decisions.
Relay complex, ever-changing information about mutual funds and financial service regulations.
Establish trust in these interactions by learning new concepts, researching information, and demonstrating critical thinking in real-time to provide solutions.
Engage clients consultatively—clarifying needs, identifying underlying issues, and delivering thoughtful, personalized solutions.