Client Services Representative

Apply now »

Date: Aug 12, 2019

Location: Irvine, CA, US, 92618

Company: Capital Group

Req ID:  30313
Experience Level: Entry-Level 
Other Location(s): N/A  
Relocation offered: Yes
Travel required: None


Come grow with us


At Capital Group, how we work is defined by shared values that include absolute integrity, respect and collaboration. But it’s more than that. It’s smart and highly driven people united in purpose to serve our investors and one another.


Bring your energy and unique perspective to Capital and you’ll have the opportunity to grow with us professionally, personally, and financially. You’ll be part of a team that genuinely cares about helping you succeed. You’ll work alongside talented colleagues, many of whom build long careers while progressing through multiple roles, establishing lifelong friendships and making a difference in our communities. In return for your contributions, you’ll receive premier compensation and benefits, and a company-funded retirement plan that ranks among the most generous.


We are currently hiring high caliber candidates with a passion for providing outstanding customer service to our shareholders and financial advisors. Client Services Representatives at Capital Group are strong problem-solvers and enjoy learning new things, even when they are challenging.  They are reliable, motivated, team-oriented and committed to providing a superior level of customer service.

While no direct sales is involved, you will have the opportunity to learn and educate others about the mutual fund industry and be an ambassador for a global brand and industry leader. You will be part of a team that genuinely cares about helping you succeed. You will receive 12 weeks of classroom training, as well as 8 weeks of reinforcement taking live calls and shadowing senior associates.



  • Receive inbound calls from shareholders and financial advisors across the country
  • Help callers manage their mutual fund accounts by completing on-line account transactions, such as investments, redemptions, and account maintenance
  • Educate callers on American Funds’ services and broader industry policies
  • Research and resolve customer inquiries in a timely manner
  • Provide telephone support to website users
  • Provide our internal and external customers with a positive service experience



  • Bachelor's degree OR 1+ years' work experience in Customer Service 
  • Interest in learning about financial services and technology (no prior industry experience is necessary)
  • Ability to navigate through various systems 
  • Ability to adapt and apply considerable amounts of information, as  regulations change frequently
  • Flexibility to work additional hours as needed, as business volumes are highly cyclical


Relocation for Out-of-State Candidates:

  • Deciding to relocate is significant in terms of cost and impact to you and your family
  • If you are selected for this role, you will be assigned a Personal Move Consultant who will provide you with helpful tools and resources to guide your relocation
  • We also offer an allowance to help you make the transition – ask us for details!


Additional Benefits: 

  • Competitive base salary, bonuses, and overtime eligibility
  • Annual performance evaluations with opportunity for merit increases
  • Medical, dental, and vision insurance, effective your first day of employment


Company Overview:
Founded in 1931, Capital Group is one of the world’s largest and most trusted investment management companies and home to the American Funds. We manage more than US$1.7 trillion in assets, and our 7,500 associates make our clients their first priority every day. When we do our job right, millions of investors around the world fulfill their dreams and financial goals, from home ownership and higher education, to a comfortable retirement. Our long-term investment results and outstanding service set us apart from our competitors, while our workplace sets us apart from other employers. 


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. 

Nearest Major Market: Irvine California
Nearest Secondary Market: Los Angeles

Job Segment: Direct Sales, Research, Entry Level, Sales