[Remote] Client Onboarding Specialist

Note: The job is a remote job and is open to candidates in USA. Empower Retirement is committed to transforming financial lives by providing a flexible work environment and celebrating internal mobility. As a Client Onboarding Specialist, you will ensure seamless operations and exceptional client experiences by establishing new client accounts and facilitating the transfer of assets process.ResponsibilitiesAssist clients with onboarding and other complex tasks while providing guidance and support as they navigate our platformInteract with clients regarding account setup and operational matters through conventional communication methods as well as email, chat, and video conferenceAddress inquiries, resolve issues, and provide timely and effective solutions for clients and internal business partnersWork closely with cross-functional teams on all internal and external operational mattersProvide excellent customer service while meeting goals of team including productivity, quality, and service qualitySkillsProven experience in roles that require critical thinking, including but not limited to, client operations, customer support, or educationExperience handling complex tasks while also meeting daily productivity goalsStrong communication skills, both written and verbal, emphasizing clarity and empathyDetail-oriented with excellent organizational and problem-solving abilitiesAbility to thrive in a fast-paced environment and adapt to changing prioritiesCollaborative team player demonstrating strong interpersonal skillsAnalytical thinker translating data into actionable insightsAdaptability and a proactive approach to embracing new challengesAbility to learn and navigate through new systemsBenefitsMedical, 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.



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