[Remote] Bilingual Financial Customer Service Representative (El Paso)

Note: The job is a remote job and is open to candidates in USA. PanAgora Asset Management is a company focused on transforming financial lives through a flexible work environment and a commitment to well-being. They are seeking a Bilingual Financial Customer Service Representative to provide excellent service for customers’ retirement savings accounts, educate clients, and process account changes. The role involves collaboration with a team in a call center setting, requiring fluency in both English and Spanish.ResponsibilitiesProvide excellent service within our call center for our customers’ retirement savings accountsEducate and empower our customers without having to make cold calls or salesCommunicate critical plan updates and changesProcess contribution changes, loans, and withdrawalsProcess general account changes upon direction from the customerSkillsAvailability to work a 40-hour work week, outside of traditional business hours, Monday through Friday with an occasional SaturdayAssociates 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 experienceFluency in both English and SpanishCapability to work overtime as required based on business needMinimum service level of 50Mbps download and 10Mbps upload to ensure the best voice qualityAssociates are required to connect their computers directly to a modem or router using an Ethernet cable to ensure consistent voice qualityApplicants 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/OPTFinancial Services or call center experienceA passion for providing quality customer serviceDesire to engage with customers over the phoneCapability to adapt communication style while servicing our diverse customer baseAttention to detail and ability to learn and apply financial industry policies, processes, and proceduresBenefitsMedical, dental, vision and life insuranceRetirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineupTuition reimbursement up to $5,250/yearBusiness-casual environment that includes the option to wear jeansGenerous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar yearPaid volunteer time — 16 hours per calendar yearLeave 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 OverviewPanAgora 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. It was founded in 1989, and is headquartered in Boston, Massachusetts, USA, with a workforce of 51-200 employees. Its website is http://www.panagora.com.