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Client Services Representative
Client Services Representative-May 2024
Irvine
May 29, 2026
About Client Services Representative

  "I can succeed as a Client Services Representative at Capital Group."

  As one of our Client Services Representatives, 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.

  You don't need any previous experience or knowledge in investment management to thrive in this job. 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 March 4, 2024.

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

  You have customer service experience in any industry and enjoy talking to people over the phone.

  You're a tech-savvy problem solver. You can research and resolve customer questions quickly, working across multiple systems throughout the day.You've taken on challenging customer interactions with patience, empathy, and composure, knowing when to take ownership and when to escalate client concerns.You're open to working overtime hours, as needed.

  Orange County Base Salary Range: $44,350-$70,960

  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.

  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.

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