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Customer Service Associate

Company: Capital Group
Location: Irvine
Posted on: May 19, 2019

Job Description:

Req ID: 29848

Experience Level: Entry-Level

Other Location(s): N/A

Relocation offered: No

Travel required: None

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.


We are currently hiring high caliber candidates with a passion for providing outstanding customer service to our investors and financial advisors. As a member of Capital Bank & Trust, you will contribute to our mission of delivering gold standard service excellence while learning about retirement accounts and the mutual fund industry.--


You will be part of a team, supported by a manager and receive approximately 5 weeks of initial comprehensive classroom training with intermittent periods of time for live reinforcement in the department. Your primary role will be to process requests related to retirement accounts which provides the opportunity to work with internal and external customers via the phone.



  • Establishes new retirement accounts/plans from incoming mail and faxes.
  • Makes updates to existing retirement accounts/plans.
  • Resolves discrepancies on requests received.
  • Makes outbound calls to financial advisers and investors to help reach a resolution.--
  • Opportunities to assist on various projects and core work.--



    • Bachelor's Degree OR 2+ years of customer service experience preferred
    • Strong organizational skills with the ability to multitask
    • Exceptional verbal and written communication skills
    • Strong detail orientation
    • Ability to work in a collaborative, team oriented environment
    • Flexibility to work additional hours as needed


      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


        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.--


        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.--

Keywords: Capital Group, Irvine , Customer Service Associate, Hospitality & Tourism , Irvine, California

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