Capital Companies Group · 1 day ago
Client Services Representative I
San Antonio, TX
Full-time
Onsite
Entry Level
$39K/yr - $63K/yr
2+ years expCapital Group Companies is committed to fostering a strong sense of belonging in a respectful workplace. As a Client Services Representative, you will handle high-volume inbound calls from shareholders and financial professionals, providing support and information on mutual funds and financial regulations while establishing trust and delivering solutions.
AdviceFinancial ServicesReal Estate
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 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
Individual annual performance bonus
Capital’s annual profitability bonus
Retirement plan where Capital contributes 15% of your eligible earnings
Company
Capital Companies Group
Capital Companies Group is a company based out of 1110Brickell Ave, Miami, Florida, United States.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase