Retirement Plan Services Representative

Date: Jun 26, 2022

Location: San Antonio, TX, US, 78251

Company: Capital Group

Req ID: 50831 

Location: San Antonio, TX 

Other location(s): N/A; San Antonio (TX) 

Relocation benefits offered: No 

Travel required: None 

 

“I can be myself at work.”

 

You define yourself by more than just a job title, and we want you to feel comfortable bringing your true self to work. We value your talents, your traditions and your take on the world  ̶  everything that makes you unique. We’re working hard to advance diversity, equity and inclusion in our organization and our communities because we know that what makes us different makes us better.

 

We want you to feel a strong sense of belonging. We value and welcome your experiences, ideas and identity. Over 40 employee resource groups unite our people and help to develop our collective empathy through unfiltered conversations about race, ethnicity, gender, gender identity, sexual orientation, faith, disabilities, mental health and so much more.

 

“I can influence my income.”

 

You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will be the equivalent of 15% of your annual pay (including bonuses).

 

“I can lead a full life.”

 

You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.

  • Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
  • Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
  • Access on-demand professional development resources that allow you to hone existing skills and learn new ones

 

 

NOTE: Our recruiting process is 100% virtual, which should help with the logistics of your candidate journey. We have transitioned to a hybrid work model, which means our associates are coming into the office on their start date to complete paperwork/digital fingerprinting, then working virtually for seven weeks of training. After training is completed, our associates are expected to come into the office twice a month (once every other week).

 

“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 on July 11, 2022.

 

“I am the person Capital Group is looking for.”

 

  • 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. 
  • Fluent in Spanish is desired, but not required. 

 

 

“I can apply in less than 4 minutes.”

 

You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.

 

“I can learn more about Capital Group.” 

 

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 7,800 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Glassdoor, FairyGodBoss, DiversityJobs and Instagram.

 

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. 

 

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