Full-Time

Retirement Plan Services Representative

Posted on 1/22/2025

Capital Group

Capital Group

5,001-10,000 employees

Manages equity and fixed income assets

Compensation Overview

$44.4k - $71.1k/yr

+ Annual Performance Bonus + Profitability Bonus

Entry

Indianapolis, IN, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Customer Service
Requirements
  • 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
Responsibilities
  • 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 investment results while ensuring a secure and trustworthy experience for their clients.

Company Size

5,001-10,000

Company Stage

N/A

Total Funding

$703.7M

Headquarters

Beijing, China

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for active ETFs aligns with Capital Group's recent portfolio expansion.
  • Strategic move into cryptocurrency with a 5% stake in Metaplanet.
  • Appointment of Pooja Grover Madduri enhances growth in the APAC region.

What critics are saying

  • Rapid ETF expansion may lead to increased competition and market volatility.
  • Integration challenges with new leadership in Asia Pacific could affect operations.
  • Exposure to volatile crypto market through Metaplanet stake poses financial risks.

What makes Capital Group unique

  • Capital Group has a 90-year history of successful long-term investing.
  • The firm manages over $2 trillion in equity and fixed income assets.
  • Capital Group offers the fastest organically grown suite of active ETFs in the market.

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Benefits

401(k) Retirement Plan

Performance Bonus

Company News

PR Newswire
Mar 12th, 2025
Capital Group Launches Eight Active Etf Model Portfolios

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]

Wealth Management
Mar 12th, 2025
Capital Group, SMArtX, BondBloxx Roll Out New Model Portfolios

For its part, Capital Group, launched eight new active model portfolios comprising its all-active ETFs.

Fund Selector Asia
Feb 26th, 2025
Capital Group taps Goldman Sachs for new Apac managing director

Capital Group has appointed Pooja Grover Madduri to a newly created role as managing director, enterprise relationship management in Asia Pacific, effective Monday.

PRmoment
Jan 13th, 2025
Himanshu Raj Named VP-Communications at Renewable Energy Producer major, Juniper Green & Experion

Himanshu Raj has been appointed vice president of communications for Juniper Green Energy and Experion Developers, subsidiaries of AT Capital Group.

Coinpedia
Jan 10th, 2025
Capital Group Takes $2.3 Trillion Stake In Metaplanet

Capital Group, managing over $2.3 trillion in assets, has taken a significant step into crypto by acquiring a 5% stake in Metaplanet.

INACTIVE