Financial Customer Service Professional

PanAgora Asset Management is dedicated to transforming financial lives and fostering a flexible work environment. They are seeking a Financial Customer Service Professional to provide excellent service in their call center, assisting customers with their retirement savings accounts and educating them about plan updates and changes.

Responsibilities:

• Responsible for answering incoming telephone inquiries regarding retirement plans from participants, employers, and third-party plan specialists
• 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
• Associate 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
• Fluency in both English and Spanish
• 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