Retirement Plan Services Representative
About The Position
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.
Requirements
- You have customer service experience in any industry and enjoy talking to people over the phone.
- You’re a tech-savvy problem solver.
- You can research and resolve customer questions quickly, working across multiple systems throughout the day.
- You’ve 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’re open to working overtime hours, as needed.
Responsibilities
- Take high-volume inbound phone calls providing customer service to retirement plan clients.
- Help callers feel comfortable and supported while answering general retirement plan questions.
- Explain financial concepts and regulations.
- 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.
Benefits
- Competitive salary, bonuses and benefits.
- Company-funded retirement contribution will factor in salary and variable pay, including bonuses.
- Generous time-away and health benefits from day one, with the opportunity for flexible work options
- 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
- On-demand professional development resources that allow you to hone existing skills and learn new ones
- Individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
