“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.

You can succeed in this job without any prior experience or knowledge in investment management. We’ll teach you everything you need to know, which makes this a perfect starting point to launch your career with Capital Group. The start date for this position is March 5th, 2025.

“I am the person Capital Group is looking for.”

You have customer service experience from any industry and enjoy phone conversations.

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 escalate 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.

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Indianapolis Base Salary Range: $44,408-$71,053

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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.

Retirement Plan Services Representative

Capital Group

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