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Client Service Representative

Client Service Representative

Job Description

Are you motivated, team-oriented and committed to providing a superior level of customer service? Client Services Representatives at Capital Group are strong problem-solvers and possess a genuine desire to help our shareholders and financial advisors. Our associates are valued and respected for the significant contributions they make toward the success of our organization.

What could you expect to experience as a Client Services Representative at Capital Group?

  • Managers who are approachable and recognized for their ability to coach and mentor the associates on their teams
  • A shared desire to do meaningful work alongside bright, engaged people
  • Comprehensive, paid training beginning your first day of employment
  • Opportunities to learn and educate others about the mutual fund industry, no sales or advising is involved
To be successful in the Client Services Representative role, you will exercise sound judgment, have exceptional communication skills, and demonstrate effective and professional service orientation.

Work schedule M-F, Bonus Opportunities, Full Benefits
1.       Go to
2.       Click “Search jobs" on the right side
3.       In the “Keyword" box enter 15911BR
4.       Click on the job link and “submit to job"

Customer service, Client service, banking, finance, retail, sales, banker, bank teller, call center, hospitality

Job Requirements

Examples of typical responsibilities include:

  • Receiving inbound calls from shareholders and financial advisors across the country
  • Helping callers manage their mutual fund accounts by completing on-line account transactions, such as investments, redemptions, and account maintenance
  • Educating callers on American Funds’ services and broader industry policies
  • Researching and resolving customer inquiries in a timely manner
  • Providing telephone support to website users

Hiring Criteria:

  • Good organizational skills and the ability to multi-task
  • Exceptional verbal and written communication skills
  • Ability to gather and assess information in a fast-paced environment
  • Strong detail orientation
  • Ability to apply considerable amounts of information
  • Ability to work in a collaborative, team oriented environment
  • Strong PC skills including proficiency with Excel
  • Knowledge of Financial Services industry
  • The ability to learn complex information quickly.
    Flexibility to work additional hours as needed
  • Experience in a call center environment a plus
  • Prior customer service experience with retirement plans is a plus

If you are interested, take a look at the opportunity online and apply directly on our site. Go to the following link to find out more:

1.       Go to
2.       Click “Search jobs" on the right side
3.       In the “Keyword" box enter 15911BR
4.       Click on the job link and “submit to job"

Job Snapshot

Employment Type Full-Time
Job Type Customer Service, Retail
Education Not Specified
Experience 0 to 2 year(s)
Manages Others Not Specified
Industry Banking - Financial Services
Required Travel None
Job ID 15911BR
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Client Service Representative

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