Retirement Plan Advisor & Client Services Lead
capitalgroup1San Antonio, TX
Retirement Plan Advisor & Client Services Lead
L4
capitalgroup1San Antonio, TXyesterday
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund ManagersIndustries
Pension FundsPortfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesCapital 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.
Apply now
Level
MidL4
Location
San Antonio, TX
Occupation
Personal Financial Advisors
Industry
Pension Funds
Posted
yesterday
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