Retirement Plan Advisor & Client Services Lead

L4

capitalgroup1San Antonio, TXyesterday
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.
Apply now
Apply now

Level

MidL4

Location

San Antonio, TX

Occupation

Personal Financial Advisors

Industry

Pension Funds

Posted

yesterday

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