Experienced Retirement & Wealth Customer Service Representative / Call Center Agent (Remote) – Health and Wealth Solutions

Join arenaflex, a leading provider of health, wealth, retirement, and benefits solutions, as we continue to strengthen and simplify the health and wealth journey for millions of clients across the country. As a key member of our Individual Investor Services Savers Department, you will play a vital role in delivering exceptional customer service to our clients, ensuring their needs are met, and their goals are achieved. At arenaflex, we believe in fostering a culture of innovation, collaboration, and growth. Our team of forward-thinking individuals is dedicated to driving results and delivering our mission with unwavering commitment to integrity. If you're a motivated and client-focused individual with a passion for delivering exceptional service, we encourage you to apply for this exciting opportunity.

About arenaflex

arenaflex is a people-centric company that is obsessed with delivering exceptional client experiences. With over 7 million clients and $62 billion in assets, we work with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners to help individuals plan, save, and invest for a brighter future. Our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more have earned us recognition on lists such as Crain's Fast 50 and Inc. 5000, as well as awards for our outstanding workplace culture and benefits.

Job Summary & Responsibilities

As a Retirement & Wealth Customer Service Representative / Call Center Agent, you will be responsible for direct verbal and written communications with Automatic Rollover/Direct Rollover/Non-Retirement Accountholders, Plan Sponsors, Record-Keepers, and Third-Party Administrators. This role requires handling high call volumes daily, interacting with internal departments to resolve client requests or answer inquiries related to account activity and investments, and developing, strengthening, and maintaining positive relationships with clients and firm associates.

Key Responsibilities:

* Handle a high volume of incoming and outgoing client phone calls

• Respond to email, voicemail, and chat inquiries from clients
• Understand and articulate the account opening, distributions, and investment process to clients
• Assist clients in ensuring that all required forms are fully completed
• Handle troubleshooting inquiries related to Web and Online issues
• Provide educated answers regarding IRAs, and IRS Codes
• Maintain a professional approach to client service, consistent with protocol and service levels
• Other duties as assigned

Essential Qualifications:

* 1-3 years of experience in a customer service or call center environment

• Strong written, keyboarding, and verbal communication skills
• Ability to apply relationship-building skills to internal and external clients
• Proficient in Microsoft suite of products
• Strong problem-solving skills and ability to multi-task
• Detail-oriented, organized, and dependable
• Ability to maintain the highest quality of service and professionalism
• Positive attitude and ability to perform well in a collaborative team environment

Preferred Qualifications:

* Working knowledge of Salesforce/Service Cloud

• Working knowledge of trust accounting systems, including some familiarity with investments
• IRA/IRS rules and regulations knowledge and experience
• Bilingual language skills

Compensation & Benefits

The compensation for this position will vary depending on factors such as your location, skills, and experience. The compensation package may also include incentive and bonus opportunities. arenaflex provides industry-leading benefits, including:

• Healthcare
• 401K savings plan
• Company holidays
• Paid time off
• Parental leave
• Employee assistance program

Work Environment & Culture

As a remote employee, you will have the flexibility to work from anywhere within the designated states (AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA, and WV). You will be required to have a quiet, distraction-free work environment without any conflicting responsibilities during the scheduled shift. arenaflex is committed to fostering a culture of innovation, collaboration, and growth, and we encourage our employees to take ownership of their work and contribute to the company's mission.

Training & Development

As a new hire, you will participate in a comprehensive training program that will equip you with the knowledge and skills necessary to excel in this role. The training program will cover topics such as:

• arenaflex products and services
• Client communication and relationship-building
• Problem-solving and conflict resolution
• Trust accounting systems and investments
• IRA/IRS rules and regulations

Career Growth Opportunities

arenaflex is committed to the growth and development of our employees. We offer opportunities for career advancement, professional development, and continuing education. Our employees have access to training programs, mentorship, and coaching to help them achieve their career goals.

How to Apply

If you're a motivated and client-focused individual with a passion for delivering exceptional service, we encourage you to apply for this exciting opportunity. Please submit your application, including your resume and cover letter, to our website. We look forward to reviewing your application and discussing this opportunity further.

Note:

arenaflex is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to fostering a culture of inclusion and diversity, and we encourage applicants from all backgrounds to apply. Apply for this job