Experienced Customer Service and Operations Associate – Retirement Savings Expertise and Exceptional Client Experience

Welcome to arenaflex

arenaflex is a mission-driven company dedicated to solving critical problems in the $20 trillion retirement savings market. We achieve this through the development of delightful products, scalable technology, and a world-class team. At the heart of our mission is the goal of helping Americans better save for retirement by modernizing the $1 trillion in retirement account transfers (401(k) rollovers) that occur annually. Currently, these processes are manual and paper-based, resulting in unnecessary fees and taxes for the almost 20 million Americans who change jobs each year and have a 401(k). By streamlining these processes, we assist individuals in making informed decisions about their assets, ensuring they do not lose them to avoidable fees and taxes.

About Our Industry

The retirement savings market is complex and often fraught with friction and confusion. arenaflex is committed to changing this landscape by providing innovative solutions that make saving for retirement easier and more accessible. With the support of leading venture capital investors, including RRE Ventures, Canapi Ventures, and Greycroft, among others, we have raised $35mm to drive our mission forward. Our efforts have been recognized by prestigious publications, including TIME, which named us one of the 100 Best Inventions, and Forbes, which listed us as one of the Top 50 Fintech Companies in the US.

Job Overview

We are seeking an experienced Customer Service and Operations Associate to join our team. As a critical member of our customer service team, you will play a pivotal role in ensuring our customers have a seamless and positive experience with arenaflex. Your expertise will be invaluable in guiding customers through the retirement account consolidation process, addressing their questions, and providing them with the confidence they need to make informed decisions about their long-term finances. Additionally, you will serve as a vital link between our customers and our product and engineering teams, sharing feedback that will inform our product roadmap and drive continuous improvement.

Key Responsibilities

• Guide customers through the arenaflex rollover experience, providing support and answering questions via chat, email, and phone calls.
• Become an expert on 401(k)s, rollovers, and IRAs, staying up-to-date on industry developments and best practices.
• Communicate with financial institutions and employers on behalf of customers to facilitate transactions and resolve issues as needed.
• Contribute to our internal knowledge base and external FAQs, ensuring that customer questions and comments are addressed and incorporated into our resources.
• Synthesize customer feedback and share it with other team members, helping to identify areas for improvement and drive product development.

Qualifications and Requirements

To be successful in this role, you will need:

• At least 4 years of relevant experience in a customer service or client-facing role, preferably in the financial industry.
• Experience working with FINRA licenses (e.g., Series 6, 7) is highly desirable.
• A strong interest in helping people achieve their financial goals and a passion for delivering exceptional customer service.
• Familiarity with customer service best practices and tools, as well as the ability to work flexible hours if necessary to resolve customer issues.
• Experience working in a startup or fast-paced organization is a plus, as is a strong ability to adapt to changing environments and priorities.

Essential Skills and Competencies

• Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and internal stakeholders.
• Strong problem-solving and analytical skills, with the ability to think critically and creatively.
• Ability to work in a fast-paced environment and prioritize multiple tasks and responsibilities.
• Strong attention to detail and ability to maintain accuracy and quality in work products.
• Ability to maintain confidentiality and handle sensitive customer information with discretion.

Career Growth and Development

At arenaflex, we are committed to the growth and development of our team members. As a Customer Service and Operations Associate, you will have opportunities to:

• Develop your expertise in the financial industry and stay up-to-date on industry trends and developments.
• Take on additional responsibilities and contribute to special projects and initiatives.
• Collaborate with cross-functional teams, including product, engineering, and marketing.
• Participate in training and professional development opportunities to enhance your skills and knowledge.

Work Environment and Culture

arenaflex is a remote-friendly company with an office space in New York City. We offer a competitive compensation package, including an annual salary of $45,000-$52,000 and equity in the company. Our benefits include:

• Medical, dental, and vision insurance, with 100% premium covered for staff and 50% for dependents.
• 401(k) plan access.
• 12 weeks of fully-paid parental leave.

We are committed to diversity, equity, and inclusion, and we believe that a diverse and inclusive company enriches our professional and personal lives. We are looking for talented and motivated individuals who share our mission and values to join our team.

Conclusion

If you are a motivated and customer-focused individual with a passion for helping people achieve their financial goals, we encourage you to apply for this exciting opportunity. As a Customer Service and Operations Associate at arenaflex, you will be part of a dynamic and mission-driven team that is changing the landscape of the retirement savings market. Join us in our mission to make a positive impact on the lives of millions of Americans and take the first step towards a rewarding and challenging career with arenaflex.