Role summary:

Demonstrates full knowledge level in assigned area and works under direction only as needed. Provides day-to-day service and support for PlanPremier Third Party Administrator (PPTPA) customers responding to inquiries received via inbound phone calls, emails and online portal. Liaises with internal and external contacts including the plan sponsor, financial professional, TPAs and business partners (e.g., Empower Institutional) to ensure accurate ongoing administration of plans. May proactively educate clients on current product features and communicate new enhancements and other PPTPA product changes.

Primary responsibilities/essential functions:

• Provides service and support for unbundled plans by phone, email and online portal.
• Researches and advises on issues and questions, identifying and communicating applicable options and resulting impacts; escalates issues and exception requests to management as needed.
• Educates clients on web tools, admin features, pricing, and product features/services; provides in-depth overview of system and product features, functionality and processes as needed.
• Contacts clients to inform of enhancements to AF products and services.
• Responds to requests from external auditors; evaluates the purpose of the audit and information requested to provide appropriate data. Identifies and escalates concerns to management.
• Partners with vendors to create a superior service experience by consistently achieving service level expectations related to quality and timing.
• Performs additional responsibilities as assigned.

Business & Technical Skills:

• Demonstrates working knowledge of administration of retirement plan design, terminology, regulations and procedures and ability to apply to work assignments.

San Antonio Base Salary Range: $55,902-$89,443

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 .

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.

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