Retirement Plan Advisor & Client Services Lead

Capital-Group-1; San Antonio (TX); On-site; USD 68,000 - 108,000; Full time

Job summary

Capital Group in San Antonio seeks a Retirement Plan Coordinator to manage a book of business, delivering daily service and support for American Funds bundled plans as the primary contact for financial professionals and plan sponsors.

You will analyze plan health, respond to inquiries, guide plan design changes, and coordinate timely resolutions while upholding regulatory requirements and exceptional client service.

Qualifications

• 5+ years of in-depth retirement plan market knowledge, including retirement plan design, terminology, regulations and procedures.
• Knowledge of applicable regulations and legal requirements.
• Strong communication and collaboration skills.

Responsibilities

• Manage a book of business and provide day-to-day service and support for American Funds bundled plans.
• Coordinate issue resolution and advise on plan design changes by analyzing plan health.

Job description

Capital Group in San Antonio seeks a Retirement Plan Coordinator to manage a book of business, delivering daily service and support for American Funds bundled plans as the primary contact for financial professionals and plan sponsors.

You will analyze plan health, respond to inquiries, guide plan design changes, and coordinate timely resolutions while upholding regulatory requirements and exceptional client service.