Capital Group
Retirement Plan Services Representative
Capital Group, San Antonio, Texas, United States, 78208
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Retirement Plan Services Representative
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Capital Group
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“I can be myself at work.” We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long‑Term Thinking, and Community. “I can influence my income.” You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company‑funded retirement contribution will factor in salary and variable pay, including bonuses. “I can lead a full life.” You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.
Enjoy generous time‑away and health benefits from day one, with the opportunity for flexible work options
Receive 2‑for‑1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
Access on‑demand professional development resources that allow you to hone existing skills and learn new ones
“I can succeed as a Retirement Plan Services Representative at Capital Group.”
As one of our Retirement Plan Services Representatives, you’ll take high‑volume inbound phone calls providing customer service to retirement plan clients. You’ll help callers feel comfortable and supported while answering general retirement plan questions. You’ll explain financial concepts and regulations. You’ll build trust in these interactions by utilizing resources to understand business and regulatory requirements, performing research, and ensuring the resolution of unclear or incomplete requests in real time over the phone.
We don’t need any previous experience in investment management; we’ll teach you everything you need to know, making this a perfect starting point to launch your career with Capital Group. This position will be starting on
February 23rd .
“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, empathy, and composure, knowing when to take ownership and when to elevate client concerns.
You enjoy staying informed of the company’s products and services, policies and procedures, and applicable regulations and legal requirements.
You’re open to working overtime hours, as needed.
You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.
San Antonio Base Salary Range: $43,153‑$69,045
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.
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, 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.
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Retirement Plan Services Representative
role at
Capital Group
Get AI-powered advice on this job and more exclusive features.
“I can be myself at work.” We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long‑Term Thinking, and Community. “I can influence my income.” You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company‑funded retirement contribution will factor in salary and variable pay, including bonuses. “I can lead a full life.” You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.
Enjoy generous time‑away and health benefits from day one, with the opportunity for flexible work options
Receive 2‑for‑1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
Access on‑demand professional development resources that allow you to hone existing skills and learn new ones
“I can succeed as a Retirement Plan Services Representative at Capital Group.”
As one of our Retirement Plan Services Representatives, you’ll take high‑volume inbound phone calls providing customer service to retirement plan clients. You’ll help callers feel comfortable and supported while answering general retirement plan questions. You’ll explain financial concepts and regulations. You’ll build trust in these interactions by utilizing resources to understand business and regulatory requirements, performing research, and ensuring the resolution of unclear or incomplete requests in real time over the phone.
We don’t need any previous experience in investment management; we’ll teach you everything you need to know, making this a perfect starting point to launch your career with Capital Group. This position will be starting on
February 23rd .
“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, empathy, and composure, knowing when to take ownership and when to elevate client concerns.
You enjoy staying informed of the company’s products and services, policies and procedures, and applicable regulations and legal requirements.
You’re open to working overtime hours, as needed.
You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.
San Antonio Base Salary Range: $43,153‑$69,045
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.
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, 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.
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