3 Client Services Representative I Jobs in Virginia, VA
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Capital Group is Hiring a Client Services Representative I Near Virginia, VA
As a Client Services Representative, you'll take high-volume inbound phone calls from shareholders, financial professionals, and internal colleagues. You'll help callers feel comfortable and supported while they're making significant financial decisions. You'll relay complex, ever-changing information about mutual funds and financial service regulations. You'll build trust in these interactions by learning new concepts and researching information in real-time to provide solutions.
If you have a desire to learn the mutual fund industry from the ground up, we'll teach you everything you need to know. Which makes this a perfect starting point to launch your career with Capital Group. This position will be starting on 7/8/2024.
"I am the person Capital Group is looking for."
- You have 2 years of proven customer support or client service experience.
- You are a skilled communicator; your verbal and written communication is effective and appropriate. You place a high value on being authentic, respectful, and engaging.
- You're highly resourceful and a critical thinker. You think outside the box and present alternative solutions.
- You're an active reader and listener who can interpret, understand and evaluate complex information.
- Your detail orientation and accuracy are consistent and dependable.
- You have strong phone contact handling skills and active listening.
- You are action oriented with excellent problem-solving skills to tackle complex client problems.
- You are skilled in multitasking and can exercise good judgement for managing competing priorities.
- You have high learning agility and can adapt to new technology quickly.
- You are dependable and reliable; committed to being present when expected.
- You're able to work overtime hours, as needed.
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
Full Time
$36k-46k (estimate)
05/06/2023
06/10/2024
capitalgroup.com
FORKED RIVER, NJ
7,500 - 15,000
1931
$3B - $5B
Related Companies
About Capital Group
Since 1931, Capital Group, home of American Funds, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. Today, Capital Group manages more than $1.7 trillion in equity and fixed income assets for millions of individual and institutional investors. Capital Group is a private firm that employs more than 7,500 associates in offices around the world. For more than 80 years, our goal has remained the same: to improve peoples lives through successful investing. *Weve been made aware of an ...employment scam fraudulently using Capital Groups name.* -Capital Group does not schedule interviews or make job offers solely via Twitter, chat or text messages. -Capital Group requires a completed job application prior to consideration for an interview and job offer. If you are unsure whether youre communicating with Capital Group, please contact us at (800) 421-4225 or employmentfraud@capgroup.com to verify your job interview or offer. For important legal information please click the company details website link: https://www.capitalgroup.com/us/landing-pages/linkedin-terms-of-use.html
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The job skills required for Client Services Representative I include Client Service, Customer Service, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Representative I. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Representative I. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Representative I positions, which can be used as a reference in future career path planning. As a Client Services Representative I, it can be promoted into senior positions as a Client Service Specialist II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Representative I. You can explore the career advancement for a Client Services Representative I below and select your interested title to get hiring information.
If you are interested in becoming a Client Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Representative job description and responsibilities
Providing the clients with product and service knowledge.
02/20/2022: Colorado Springs, CO
The Client Services Representative performs Masterfile maintenance and quality control, facilitates requests supporting audit exams and reviews, ad-hoc regulatory requests and self-testing.
12/29/2021: Roanoke, VA
The Client Services Representative provides various customer service functions that support the patient care units and off-site lab customers.
01/13/2022: Santa Ana, CA
The Client Services Representative reflects the mission, vision, values of NM and adheres to the organization's Code of Ethics and Corporate Compliance Program. Complies with all relevant policies, procedures, guidelines, other regulatory and accreditatio
02/10/2022: Fresno, CA
Planning and making a schedule for the monthly meetings with the clients.
03/01/2022: High Point, NC
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Services Representative jobs
A Client Services Representative needs to be familiar with every part of a site.
01/02/2022: Fargo, ND
Representatives who work for utility and telecommunications companies may help customers with service problems, such as outages.
12/22/2021: Elkhart, IN
Review the job description for a Client Services Representative.
01/01/2022: Carson City, NV
The CSR works is to set expectations for both the client and the specialist so that realistic goals are set and achieved.
12/30/2021: Santa Rosa, CA
The representative may be seated at a desk or workstation, or they may be on the phone with clients.
02/17/2022: Knoxville, TN
Step 3: View the best colleges and universities for Client Services Representative.
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