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Shareholder Account Representative
| Details |
Country: USA
Location: San Antonio TX
Total applied: 40
Location: |
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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.The 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. No sales involved.Qualifications
Interest in learning about financial services as no prior industry experience is necessary
Exceptional verbal and written communication 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
Customer service in any industry 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.
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