Client Services Representative I

Company: Capital Group
Location: Irvine
Posted on: March 12, 2025

Job Description:

"I can succeed as a Client Services Representative at Capital Group."As a Client Services Representative, 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 establish trust in these interactions by learning new concepts, researching information, and demonstrating critical thinking in real-time to provide solutions.If you have a desire to learn the mutual fund industry from the ground up, we'll teach you everything you need to know. Which makes this a perfect starting point to launch your career with Capital Group.This position will be starting on5/5/2025."I am the person Capital Group is looking for."

• You have 2+ years of proven customer support or client service experience, including relevant school project work or internship experience.
• You are dependable and reliable; committed to being present when expected.
• You are a skilled communicator; your verbal and written communication is effective and appropriate.
• You are an active reader and listener who can interpret, understand and evaluate complex information.
• You are highly resourceful and a critical thinker. You think outside the box and present alternative solutions.
• You are action oriented with excellent problem-solving and follow through skills to identify and resolve complex client problems.
• You have a strong sense of responsibility and own tasks from start to finish, ensuring timely and high-quality delivery.
• Your detail orientation and accuracy are consistent and dependable.
• You are skilled in multitasking and can exercise good judgement for managing competing priorities.
• You have high learning agility and can adapt to new technology quickly.
• You place a high value on being authentic, respectful, and engaging.
• You are able to work overtime hours, as needed.Orange County Base Salary Range: $46,123-$73,797In 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 .* Temporary positions in Canada and 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.

Keywords: Capital Group, Irvine , Client Services Representative I, Sales , Irvine, California