Client Services Specialist – Financial Guidance

Capital Group; Buffalo Prairie (IL); On-site; USD 48,000 - 76,000; Full time

Job summary

Capital Group in the United States is seeking a Client Services Representative to handle high-volume inbound calls from shareholders, financial professionals, and internal colleagues, guiding them through complex mutual fund information and regulations.

You’ll learn the mutual fund industry from the ground up with comprehensive training and real-time support, starting May 18, 2026, while earning a competitive base salary plus bonuses and a generous retirement contribution.

Qualifications

• 2+ years of proven customer support or client service experience, including school project work or internship.
• Dependable and reliable; committed to being present when expected.
• Strong verbal and written communication.
• Active reader and listener who can interpret, understand and evaluate complex information.
• Resourceful and a critical thinker who can present alternative solutions.
• Action-oriented with excellent problem-solving and follow-through to identify and resolve complex client problems.
• Strong sense of responsibility; own tasks from start to finish with high-quality delivery.
• Detail orientation and accuracy.
• Able to multitask and exercise good judgement for prioritizing conflicting demands.
• High learning agility; adapt quickly to new technology.
• Value authentic, respectful, and engaging interactions.
• Able to work overtime hours, as needed.

Responsibilities

• As a Client Services Representative, you will take high-volume inbound phone calls from shareholders, financial professionals, and internal colleagues.
• You will relay complex, ever-changing information about mutual funds and financial service regulations.
• You will learn new concepts, research information, and demonstrate critical thinking to provide solutions.

Skills

Communication

Multitasking

Problem-solving

Detail orientation

Learning agility

Overtime readiness

Job description

Capital Group in the United States is seeking a Client Services Representative to handle high-volume inbound calls from shareholders, financial professionals, and internal colleagues, guiding them through complex mutual fund information and regulations.

You’ll learn the mutual fund industry from the ground up with comprehensive training and real-time support, starting May 18, 2026, while earning a competitive base salary plus bonuses and a generous retirement contribution.