Senior Shareholder Account Representative

Here's the deal. You can do top-notch work for a world-class organization and make a difference in people's lives. It's that simple.

We're The Capital Group Companies, a 75-year-old investment management company that prides itself on creating an environment in which our associates feel they can succeed and be valued for their contributions. We're the home of American Funds, one of the three largest mutual fund families in the United States. The benefits of working at Capital include interesting work, exceptional colleagues, a comfortable workplace, competitive salaries and bonuses, and health and life benefits from day one.


Job Description
Here's the deal. You can do top-notch work for a world-class organization and make a difference in people's lives. It's that simple.

We're The Capital Group Companies, a 75-year-old investment management company that prides itself on creating an environment in which our associates feel they can succeed and be valued for their contributions. We're the home of American Funds, one of the three largest mutual fund families in the United States. The benefits of working at Capital include interesting work, exceptional colleagues, a comfortable workplace, competitive salaries and bonuses, and health and life benefits from day one.YOU DON'T HAVE TO START OVER.WE NEED YOUR EXPERTISE!
The Senior Shareholder Account Representative is responsible for providing service to our shareholders and financial planners throughout the country. Primary responsibility is assisting callers with inquiries regarding their mutual fund accounts, which includes research and problem solving. Additional responsibilities include processing on-line account transactions, such as investments, redemptions, account maintenance and establishing new accounts, as well as contacting shareholders and brokers to clarify requests. May involve assisting other associates and/or leading initiatives. We offer traditional, Monday through Friday business hours. No sales involved.Qualifications

5+ years experience providing customer service

Experience making assessments and demonstrating judgment as it relates to business problems

Exceptional verbal and written communication skills

Strong problem solving/analytical skills

Ability to gather and assess information in a fast-paced environment

Good organizational skills and the ability to multi-task

Excellent PC/Internet skills

Ability to apply considerable amounts of information

Strong detail orientation

Ability to work in a collaborative, team oriented environment

Flexibility to work additional hours as needed

Ability to learn quickly

Financial services or insurance experience preferredWe offer excellent salaries, a progressive environment and a premier benefits package that includes:
Medical, dental and vision coverage effective day one

Three weeks vacation in year one

15% of annual salary plus bonuses contributed by the company to your retirement plan, up to IRS limits

Generous educational assistance

Health club subsidy

Paid, comprehensive training programs

Team-oriented working environment

Business casual dress
We are proud to be an Equal Opportunity Employer.