[Remote] Registered Financial Customer Service Professional - Phoenix

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 internal mobility. They are seeking a Registered Retirement Representative who will be responsible for answering inquiries regarding retirement plans and processing financial transactions for participants, employers, and third-party plan specialists.ResponsibilitiesAnswer 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 questionsProcess financial transactions upon request of callersExplain past returns in comparison to economic environment; convey information in accordance with FINRA / SEC guidelines. Complexity and scope of questions based on levelAssist 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 levelRun disbursement quotes, respond to managerial feedback, and attend meetings and training sessionsOvertime may be required based on business needSkillsAssociate degree in business or related field preferredWith no degree, an additional one to two years directly related experience is required1 year of customer service experience, preferably in a financial service-related fieldFINRA Series 6 and Series 63 requiredFINRA fingerprinting requiredApplicants 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/OPTBenefitsMedical, 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.Other necessary computer equipment, will be provided.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.