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.
Responsibilities
- Assist clients with onboarding and other complex tasks while providing guidance and support as they navigate our platform
- Interact with clients regarding account setup and operational matters through conventional communication methods as well as email, chat, and video conference
- Address inquiries, resolve issues, and provide timely and effective solutions for clients and internal business partners
- Work closely with cross-functional teams on all internal and external operational matters
- Provide excellent customer service while meeting goals of team including productivity, quality, and service quality
Skills
- Proven experience in roles that require critical thinking, including but not limited to, client operations, customer support, or education
- Experience handling complex tasks while also meeting daily productivity goals
- Strong communication skills, both written and verbal, emphasizing clarity and empathy
- Detail-oriented with excellent organizational and problem-solving abilities
- Ability to thrive in a fast-paced environment and adapt to changing priorities
- Collaborative team player demonstrating strong interpersonal skills
- Analytical thinker translating data into actionable insights
- Adaptability and a proactive approach to embracing new challenges
- Ability to learn and navigate through new systems
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 Overview
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. 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.