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Retirement Plan Services Representative - Full Time

Learn more about Capital Group
Capital Group

Capital Group

Retirement Plan Services Representative - Full Time

Remote
Full Time
Paid
  • Responsibilities

    "I CAN SUCCEED AS A RETIREMENT PLAN SERVICES REPRESENTATIVE AT CAPITAL GROUP."

    As a Retirement Plan Services Representative, you enjoy researching questions or requirements and ensuring resolution of unclear or incomplete requests over the phone. You will educate clients on plan- specific inquiries and general retirement industry concepts and regulations.

    "I AM THE PERSON CAPITAL GROUP IS LOOKING FOR."

    • You demonstrate working knowledge of defined contribution plans and retirement industry and the ability to apply it to work assignments.
    • You will provide customer service to retirement plan clients by responding to inquiries and/or processes participant-level and plan-level requests (i.e., financial and account maintenance) received via phone, email or mail.
    • You enjoy staying informed of the company's products and services, policies and procedures and applicable regulations and legal requirements.
    • You will resolve complex inquiries related to participants and plans in our proprietary retirement products by utilizing resources to understand business and regulatory requirements.
    • You have a desire to Identify opportunities to make business decisions, escalates appropriately and presents ideas to management for input and approval.

    **Fluent Spanish highly desirable / preferred

    NEAREST MAJOR MARKET: Salinas

    JOB SEGMENT: HR, Human Resources

  • Industry
    Investment Management
  • Locations
    Carmel, CA • Westfield, IN • Indianapolis, IN • Fishers, IN
  • About Us

    Through nine decades, Capital Group’s 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. Private ownership allows us to keep our eyes on the long term while more than 7,800 associates in 30+ offices around the world help our clients and each other grow and thrive every day.