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Client Services Associate

Company: Capital Group
Location: Costa Mesa
Posted on: March 14, 2020

Job Description:

Req ID: 33141

Experience Level: Entry-Level

Other Location(s): N/A

Come grow with us

At Capital Group, how we work is defined by shared values that include absolute integrity, respect and collaboration. But it's more than that. It's smart and highly driven people united in purpose to serve our investors and one another.

Bring your energy and unique perspective to Capital and you'll have the opportunity to grow with us professionally, personally, and financially. You'll be part of a team that genuinely cares about helping you succeed. You'll work alongside talented colleagues, many of whom build long careers while progressing through multiple roles, establishing lifelong friendships and making a difference in our communities. In return for your contributions, you'll receive premier compensation and benefits, and a company-funded retirement plan that ranks among the most generous.

As one of our Client Services Representatives, you'll take high-volume inbound phone calls from shareholders, financial professionals and internal colleagues. You'll help callers feel comfortable and supported while they're making significant financial decisions. You'll relay complex, ever-changing information about mutual funds and financial service regulations. You'll build trust in these interactions by learning new concepts and researching information in real-time to provide solutions.

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 and composure, knowing when to take ownership and when to escalate client concerns.
--- You're open to working overtime hours, as needed.

We invest in your success and future at Capital Group; as a new associate, you will receive 12 weeks of classroom training, as well as 8 weeks of reinforcement taking live calls and shadowing senior associates. The position start date is 5/11.

Additional Benefits:

--- Competitive base salary, bonuses, and overtime eligibility
--- Annual performance evaluations with opportunity for merit increases
--- Medical, dental, and vision insurance -- effective your first day of employment!
--- 15% employer funded retirement contribution, annually
--- 18 days of accrued vacation in your first year
--- 9 paid holidays per year

Company Overview:

Founded in 1931, Capital Group is one of the world's largest and most trusted investment management companies and home to the American Funds. We manage more than US$1.7 trillion in assets, and our 7,500 associates make our clients their first priority every day. When we do our job right, millions of investors around the world fulfill their dreams and financial goals, from home ownership and higher education, to a comfortable retirement. Our long-term investment results and outstanding service set us apart from our competitors, while our workplace sets us apart from other employers.

Keywords: Capital Group, Costa Mesa , Client Services Associate, Other , Costa Mesa, California

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