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Capital Group · 2 hours ago

Retirement Plan Services Representative

San Antonio

Full-time

Onsite

New Grad, Entry Level

$43K/yr - $69K/yr

Capital Group is seeking a Retirement Plan Services Representative to provide customer service to retirement plan clients. The role involves handling high-volume inbound calls, answering client questions, and explaining financial concepts while ensuring a supportive experience.

Financial Services

Comp. & Benefits

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

Qualification

Customer service experienceTech-savvy problem solverResearch skillsRegulationsPatienceEmpathyComposure

Required

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