Registered Financial Customer Service Professional

PanAgora Asset Management is committed to transforming financial lives and providing a flexible work environment. The Registered Financial Customer Service Professional will assist customers with their retirement savings accounts, providing excellent service and education without cold calls or sales.

Responsibilities:

• Provide excellent service within our call center for our customers’ retirement savings accounts
• Educate and empower our customers without having to make cold calls or sales
• Communicate critical plan updates and changes
• Process contribution changes, loans, and withdrawals
• Process general account changes upon direction from the customer

Requirements:

• Availability to work a 40-hour work week, outside of traditional business hours, Monday through Friday with an occasional Saturday
• Associates degree or higher AND at least one year of customer service experience (including but not limited to food service, retail, hospitality, teaching, military, or banking) OR two or more years of customer service experience
• FINRA series 6 and 63 or higher equivalent licensure
• Capability to work overtime as required based on business need
• Minimum service level of 50Mbps download and 10Mbps upload to ensure the best voice quality
• Associates are required to connect their computers directly to a modem or router using an Ethernet cable to ensure consistent voice quality
• Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT
• Financial Services or call center experience
• A passion for providing quality customer service
• Desire to engage with customers over the phone
• Capability to adapt communication style while servicing our diverse customer base
• Attention to detail and ability to learn and apply financial industry policies, processes, and procedures