Retirement Plan Services Representative

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 "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. "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. "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 . "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 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day.

Find us on LinkedIn, Instagram, YouTube and Glassdoor.‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ Indianapolis Base Salary Range: $45,962-$73,539 ‎ ‎ ‎ ‎ ‎ ‎ In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here. * Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans. 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.

Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people's lives through successful investing. Our shared values of integrity, client focus, long-term view, diverse perspectives and community inspire our associates every day. A career at Capital Group means having countless opportunities to explore, grow and succeed.

Learn more about compensation & retirement Learn more about our benefits Learn more about our hybrid schedule Learn more about our culture and core values Learn more about our commitment to responsible AI and how it shapes your candidate experience