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Retirement Plan Services Representative
San Antonio, TX
Job Description
"I can succeed as a Retirement Plan Services Representative at Capital Group."
As a Retirement Plan Services Representative, you'll respond to inquiries from retirement plan participants, sponsors, financial professionals, and third-party administrators (TPAs). You'll research and process retirement plan transactions by leveraging varied resources, including making phone calls to clarify questions/requirements to resolve requests. You'll play a critical role in educating clients on plan- specific inquiries and general retirement industry concepts and regulations.
Deadline for Applicants: June 16, 2024
This position will be starting on 7/29/2024 and does require you to work in the office three times a week with the option to work from home twice a week.
"I am the person Capital Group is looking for."
San Antonio Base Salary Range: $40,090-$64,144
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.
As a Retirement Plan Services Representative, you'll respond to inquiries from retirement plan participants, sponsors, financial professionals, and third-party administrators (TPAs). You'll research and process retirement plan transactions by leveraging varied resources, including making phone calls to clarify questions/requirements to resolve requests. You'll play a critical role in educating clients on plan- specific inquiries and general retirement industry concepts and regulations.
Deadline for Applicants: June 16, 2024
This position will be starting on 7/29/2024 and does require you to work in the office three times a week with the option to work from home twice a week.
"I am the person Capital Group is looking for."
- You have proven experience completing client requests (i.e., financial and account maintenance).
- You're highly resourceful and a critical thinker. You think outside the box and present alternative solutions.
- You are action oriented with excellent problem-solving skills to tackle complex inquiries/requests.
- You have a working knowledge of retirement industry and the ability to apply it to work assignments.
- Your detail orientation and accuracy are consistent and dependable.
- You have high learning agility and enjoy staying informed of the company's products and services, policies and procedures and applicable regulations and legal requirements.
- You are comfortable with a shift ranging from 8-5pm & overtime, as business needs allow.
San Antonio Base Salary Range: $40,090-$64,144
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.
Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Experience
Open
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