Client Services Representative

About the Role

I can be myself at work. You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day:
Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

I can influence my income. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company‑funded retirement contribution will factor in salary and variable pay, including bonuses.

San Antonio Base Salary Range: $39,230-$62,768. 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.

• Enjoy generous time‑away and health benefits from day one, with the opportunity for flexible work options
• Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
• Access on‑demand professional development resources that allow you to hone existing skills and learn new ones

As a Client Services Representative, 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 establish trust in these interactions by learning new concepts, researching information, and demonstrating critical thinking in real‑time to provide solutions.

If you have a desire to learn the mutual fund industry from the ground up, 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 3/23/2026.

• You have 2+ years of proven customer support or client service experience, including relevant school project work or internship experience.
• You are dependable and reliable; committed to being present when expected.
• You are a skilled communicator; your verbal and written communication is effective and appropriate.
• You are an active reader and listener who can interpret, understand and evaluate complex information.
• You are highly resourceful and a critical thinker. You think outside the box and present alternative solutions.
• You are action oriented with excellent problem‑solving and follow through skills to identify and resolve complex client problems.
• You have a strong sense of responsibility and own tasks from start to finish, ensuring timely and high‑quality delivery.
• Your detail orientation and accuracy are consistent and dependable.
• You are skilled in multitasking and can exercise good judgement for managing competing priorities.
• You have high learning agility and can adapt to new technology quickly.
• You place a high value on being authentic, respectful, and engaging.
• You are able to work overtime hours, as needed.

You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to