Capital Group · 21 hours ago
Client Services Representative I
San Antonio
Full-time
Onsite
Entry Level
$39K/yr - $63K/yr
2+ years expCapital Group is a company focused on improving people's lives through successful investing. They are seeking a Client Services Representative to handle high-volume inbound calls, support clients in financial decisions, and relay complex information about mutual funds and regulations.
Financial Services
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
Qualification
Required
You have 2+ years of proven customer support or client service experience, including relevant school project work or internship experience
You are dependable and reliable; committed to being present when expected
You are a skilled communicator; your verbal and written communication is effective and appropriate
You are an active reader and listener who can interpret, understand and evaluate complex information
You are highly resourceful and a critical thinker. You think outside the box and present alternative solutions
You are action oriented with excellent problem-solving and follow through skills to identify and resolve complex client problems
You have a strong sense of responsibility and own tasks from start to finish, ensuring timely and high-quality delivery
Your detail orientation and accuracy are consistent and dependable
You are skilled in multitasking and can exercise good judgement for managing competing priorities
You have high learning agility and can adapt to new technology quickly
You place a high value on being authentic, respectful, and engaging
You are able to work overtime hours, as needed
Benefits
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
An individual annual performance bonus
Capital’s annual profitability bonus
A retirement plan where Capital contributes 15% of your eligible earnings
Company
Capital Group
Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.
Founded in 1931Los Angeles, CA, US
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Mike Gitlin
President & CEO
Canise Arredondo (she/her/hers)
Chief Financial Officer
Recent News
2024-05-06
2024-04-17
2024-02-27
Company data provided by crunchbase