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PanAgora Asset Management · 1 month ago

Financial Customer Service Professional - April 2026

United States

Full-time

Remote

Entry Level

$40K/yr - $55K/yr

1+ years exp

PanAgora Asset Management is committed to transforming financial lives through a flexible work environment and internal mobility. They are seeking a Financial Customer Service Professional to provide excellent service within their call center for customers’ retirement savings accounts, educate customers, and process account changes.

FinanceFinancial Services

No H1B

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

Qualification

Customer service experienceFluency in SpanishFinancial services experienceAttention to detailCommunication skills

Required

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

Preferred

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

Benefits

Medical, dental, vision and life insurance

Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup

Tuition reimbursement up to $5,250/year

Business-casual environment that includes the option to wear jeans

Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year

Paid volunteer time — 16 hours per calendar year

Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)

Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Company

PanAgora Asset Management

PanAgora Asset Management is a quantitative investment manager whose proprietary approach is designed to capitalize on inefficiencies across market cycles and to deliver relative and absolute returns through distinct and innovative equity, multi-asset and risk premia strategies.

Founded in 1989

Boston, Massachusetts, USA

51-200 employees