Full-Time
Capital Group
5,001-10,000 employees
Manages equity and fixed income assets
Compensation Overview
$44.4k - $71.1k/yr
Entry
Indianapolis, IN, USA
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- Customer service experience from any industry
- Tech-savvy problem solver
- Ability to research and resolve customer questions quickly
- Experience in handling challenging customer interactions with patience, empathy, and composure
- Willingness to work overtime hours
- Enjoy staying informed of the company's products and services, policies and procedures, and applicable regulations and legal requirements
- Take high-volume inbound phone calls providing customer service to retirement plan clients
- Help callers feel comfortable and supported while answering general retirement plan questions
- Explain financial concepts and regulations
- Build trust in interactions by utilizing resources to understand business and regulatory requirements
- Perform research and ensure the resolution of unclear or incomplete requests in real-time over the phone
Capital Group focuses on managing investments for long-term growth, primarily through its American Funds® brand. The company utilizes high-conviction portfolios, which means they invest in a select number of securities that they believe will perform well, backed by thorough research and accountability among their team members. With over $2 trillion in assets under management, Capital Group serves millions of individual and institutional investors across the globe. Unlike many competitors, Capital Group emphasizes a long-term investment strategy and has maintained its goal of improving lives through successful investing for over 90 years. Their aim is to provide superior results for their clients while ensuring a secure and trustworthy investment environment.
Company Size
5,001-10,000
Company Stage
N/A
Total Funding
$703.7M
Headquarters
Beijing, China
Founded
N/A
Simplify's Take
What believers are saying
- Strategic partnership with KKR enhances private market investment solutions.
- Expansion into crypto with Metaplanet stake diversifies investment portfolio.
- New leadership in APAC aims to strengthen regional relationships and influence.
What critics are saying
- Rapid ETF expansion may lead to operational challenges.
- Crypto market volatility poses risks to Metaplanet investment.
- Employment scam could harm Capital Group's reputation and trust.
What makes Capital Group unique
- Capital Group has a 90-year history of successful long-term investing.
- The firm manages over $2 trillion in assets, showcasing its financial strength.
- Capital Group's active ETF offerings are the fastest-growing in the market.
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Benefits
401(k) Retirement Plan
Performance Bonus
Company News
Global investment firms Capital Group and KKR yesterday launched a set of interval funds aimed at expanding access to private market investment solutions.
The launch follows Capital's build-out of the fastest organically grown suite of active ETFs in the market. LOS ANGELES, March 12, 2025 /PRNewswire/ -- Capital Group, one of the world's largest and most experienced active investment managers, has launched eight new active model portfolios comprising its all-active exchange traded funds (ETFs). The launch of the eight new ETF model portfolios comes in response to the growing trend of financial professionals increasingly seeking active ETF model solutions[1] and builds on the success of Capital's model portfolios. Just three years ago, Capital launched its first six active ETFs built to serve as the core building blocks of client portfolios. Today, the company offers 22 ETFs in the U.S., with over $53B in assets under management (AUM) and sold by over 35,000 financial advisors. This makes Capital's ETF offering the fastest, organically grown suite of active ETFs in the market, with 5.8% market share.[2]
For its part, Capital Group, launched eight new active model portfolios comprising its all-active ETFs.
Capital Group has appointed Pooja Grover Madduri to a newly created role as managing director, enterprise relationship management in Asia Pacific, effective Monday.
Himanshu Raj has been appointed vice president of communications for Juniper Green Energy and Experion Developers, subsidiaries of AT Capital Group.