Client Services Representative I

Posted 2 Days Ago
Be an Early Applicant
Irvine, CA
46K-74K Annually
Entry level
Fintech • Financial Services
The Role
As a Client Services Representative at Capital Group, you'll assist clients by answering inbound calls, providing support during financial decisions, and relaying information on mutual funds and regulations. You will learn the mutual fund industry, establish trust with clients, solve complex problems, and maintain effective communication.
Summary Generated by Built In

“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 on 5/5/2025. 

  

“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-$73,797

‎ 

‎ 

‎ 

‎ 

‎ 

‎ 

 ‎ 

 ‎

 ‎

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.

* 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.

The Company
HQ: Los Angeles,, CA
8,820 Employees
On-site Workplace
Year Founded: 1931

What We Do

Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. As of December 31, 2021, Capital Group manages more than $2 trillion in equity and fixed income assets for millions of individual and institutional investors.

Capital Group is a private firm that employs more than 8,000 associates and has offices in Europe, Asia, Australia and the Americas. For more than 90 years, our goal has remained the same: to improve people’s lives through successful investing.

*** We’ve been made aware of an employment scam fraudulently using Capital Group’s name. Please note: Capital Group currently does not offer 100% remote work positions. On average, the interview process can take one to three months to go from resume submission to offer. Financial transactions are never part of the job onboarding process. For your own cyber safety and security, if you suspect fraud, please do not respond to or interact with messages claiming to be from Capital Group. You can also contact [email protected] to verify a job opportunity. ***

For important legal information please click the company details website link: https://www.capitalgroup.com/us/landing-pages/linkedin-terms-of-use.html

Similar Jobs

Lathrop, CA, USA
593 Employees

Bank of America Logo Bank of America

Client Services Representative II - Bilingual Spanish Preferred Deposits

Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Anaheim, CA, USA
208000 Employees
Remote
5 Locations
14000 Employees

Similar Companies Hiring

Bectran, Inc Thumbnail
Software • Machine Learning • Information Technology • Fintech • Automation • Artificial Intelligence
Schaumburg, IL
51 Employees
Energy CX Thumbnail
Utilities • Professional Services • Greentech • Financial Services • Energy • Consulting • Business Intelligence
Chicago, IL
55 Employees
MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account