Shareholder Account Representative

The American Funds, one of the nation's three largest mutual fund families, is known for its long-term investment results and exceptional customer service. In large part, this success has been built on the excellence of our associates, and we continue to rely on those associates for their ideas, skills, efforts and commitment. In return, we offer challenging opportunities in a highly collaborative, state-of-the-art office environment. Investments in the American Funds total more than $750 billion.

American Funds is part of The Capital Group Companies, one of the world's largest and most experienced investment management organizations. Other companies within The Capital Group provide global investment management services for large corporations and institutions. In total, the organization has more than 7,000 associates in 21 offices around the world.

Shareholder Account Representatives are customer service professionals 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
Hiring Criteria: 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.
REQUIREMENTS
Please see Job Description