Retirement Plan Services Representative - Ops

"I can succeed as a Retirement Plan Services Representative - Ops at Capital Group."

As a Retirement Plan Services Representative in Operations, 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.

"I am the person Capital Group is looking for."

• You have at least 2+ years of customer service experience in a phone and processing environment.

• You have proven experience completing client requests (i.e., financial and account maintenance).

• 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 skills to tackle complex inquiries/requests.

• You have a working knowledge of the 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 a skilled communicator, your verbal and written communication is effective and appropriate

• You are comfortable with a shift ranging from 8-5pm CST & overtime, as business needs allow.

Deadline to apply: 5/30/2025

Position Start Date: 7/7/2025