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Client Services Representative I

$39.23k - $62.77k
Full-time

Capital Group

“I can be myself at work.”

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we’re committed to fostering a strong sense of belonging in a respectful workplace.

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

“I can influence my income.”

You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

“I can lead a full life.”

You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.

  • Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options

  • Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love

  • Access on-demand professional development resources that allow you to hone existing skills and learn new ones

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 establish trust in these interactions by learning new concepts, researching information, and demonstrating critical thinking 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 6/22/2026.

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

  • You have 2+ years of proven customer support or client service experience, including relevant school project work or internship experience.

  • You are dependable and reliable; committed to being present when expected.

  • You are a skilled communicator; your verbal and written communication is effective and appropriate.

  • You are an active reader and listener who can interpret, understand and evaluate complex information.

  • 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 and follow through skills to identify and resolve complex client problems.

  • You have a strong sense of responsibility and own tasks from start to finish, ensuring timely and high-quality delivery.

  • Your detail orientation and accuracy are consistent and dependable.

  • 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 place a high value on being authentic, respectful, and engaging.

  • You engage clients consultatively-clarifying needs, identifying underlying issues, and delivering thoughtful, personalized solutions

  • You are able to work overtime hours, as needed.

“I can apply in less than 4 minutes.”

You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.

“I can learn more about Capital Group.”

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.

San Antonio Base Salary Range: $39,230-$62,768

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 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.

Vacancy posted 2 days ago
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