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Experienced Registered Financial Customer Service Professional – Transforming Lives through Exceptional Service

Remote Full-time Live

At arenaflex, we're dedicated to empowering individuals to take control of their financial futures. As a Registered Financial Customer Service Professional, you'll play a vital role in helping our customers achieve their goals while charting your own path to success within our dynamic organization.

About arenaflex

arenaflex is a forward-thinking company that prioritizes the well-being and growth of our associates. We believe that by giving our people the freedom to transform their own lives, we can create a brighter future for everyone. Our flexible work environment, fluid career paths, and emphasis on purpose, well-being, and work-life balance make us an attractive choice for professionals seeking a fulfilling career.

Join Our Team

As a Registered Financial Customer Service Professional, you'll join a collaborative team of associates who are passionate about delivering exceptional service to our customers. You'll have the opportunity to develop a solid foundation in the financial services industry through our comprehensive training program and receive continuous coaching to support your career trajectory.

Key Responsibilities

* Provide excellent service within our call center for our customers' retirement savings accounts

  • Educate and empower our customers without making cold calls or sales
  • Communicate critical plan updates and changes
  • Process contribution changes, loans, and withdrawals
  • Process general account changes upon direction from the customer

What You'll Bring

* Availability to work a 40-hour work week, outside of traditional business hours, Monday through Friday with an occasional Saturday

  • Associates 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 experience
  • Capability to work overtime as required based on business need
  • FINRA series 6 and 63 or higher equivalent licensure

What Sets You Apart

* Fluency in both English and Spanish

  • Financial Services or call center experience
  • A passion for providing quality customer service
  • Desire to engage with customers over the phone
  • Capability to adapt communication style while servicing our diverse customer base
  • Attention to detail and ability to learn and apply financial industry policies, processes, and procedures

Required Minimum Internet Specifications

To ensure you're set up for success, you'll be required to provide reliable high-speed internet with a wired connection as well as a place in your home to attend training and work without interruption. Other necessary computer equipment, headset, and training materials will be provided.

  • Minimum service level of 50Mbps download and 10Mbps upload to ensure the best voice quality
  • Associates are required to connect their computers directly to a modem or router using an Ethernet cable to ensure consistent voice quality.

What We Offer You

We're committed to providing our employees with the means to lead healthy, balanced lives, which results in the best possible work performance. Our diverse and inclusive benefits package includes:

  • 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.

Base Salary Range

$40,800.00 - $56,025.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances, a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements, and/or skill level and will be finalized at the time of offer. **Equal Opportunity Employer

  • Drug-free workplace**

If you're passionate about delivering exceptional customer service and are eager to grow your career in the financial services industry, we encourage you to apply for this exciting opportunity. Join our team at arenaflex and start transforming lives today!

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