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PanAgora Asset Management · 2 months ago

Registered Financial Customer Service Professional - April 2026

United States

Full-time

Remote

Entry Level

$44K/yr - $60K/yr

1+ years exp

Empower Retirement is dedicated to transforming financial lives and creating a flexible work environment. As a Registered Retirement Representative, you will handle incoming inquiries about retirement plans and assist customers in navigating financial transactions while ensuring compliance with regulations.

FinanceFinancial Services

No H1B

Responsibilities

Answer incoming telephone inquiries including, but not limited to, requests for general account information, concerns related to contributions and withdrawals, how to make changes to an account, product information and tax questions

Process financial transactions upon request of callers

Explain past returns in comparison to economic environment; convey information in accordance with FINRA / SEC guidelines. Complexity and scope of questions based on level

Assist participants through the navigation of the automated voice response system as well as the Web Site when executing financial transactions and/or initiating loans. Complexity and scope of questions based on level

Run disbursement quotes, respond to managerial feedback, and attend meetings and training sessions

Overtime may be required based on business need

Qualification

Customer serviceFINRA Series 6FINRA Series 63Financial transactionsBusiness degreeFinancial services experienceCommunication skillsProblem-solving skills

Required

1 year of customer service experience, preferably in a financial service-related field

FINRA Series 6 and Series 63 required

FINRA fingerprinting required

Preferred

Associate degree in business or related field preferred

With no degree, an additional one to two years directly related experience is required

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