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

Welcome to arenaflex: Revolutionizing Retirement Savings

At arenaflex, we're on a mission to make saving for retirement easy and accessible to all Americans. Our innovative approach aims to eliminate the friction and fees embedded in the traditional retirement savings system, ensuring that everyone can retire with dignity. With a strong foundation in technology and a commitment to customer satisfaction, we're dedicated to creating a seamless experience for our clients. Join our team and be part of a movement that's changing the face of retirement savings.

About the Role: Customer Service and Operations Associate

As a Customer Service and Operations Associate at arenaflex, you'll play a vital role in helping our customers navigate the retirement account consolidation process. Your expertise and guidance will be instrumental in ensuring a positive experience for our clients, empowering them to take control of their long-term finances. You'll work closely with our product and engineering teams to share customer feedback, inform our product roadmap, and drive continuous improvement. In this dynamic and fast-paced environment, you'll have the opportunity to collaborate with all members of the company, making a tangible impact on our mission.

Key Responsibilities:

• Guide customers through the arenaflex rollover experience, addressing their questions and concerns via chat, email, and phone calls
• Become an expert on 401ks, 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
• Contribute to our internal knowledge base and external FAQs, ensuring that customer questions and comments are addressed and incorporated into our support resources
• Synthesize customer feedback and share insights with the team, driving product enhancements and process improvements

What You'll Bring to the Role:

To succeed as a Customer Service and Operations Associate at arenaflex, you'll need:

• 4+ years of relevant experience in a customer-facing or client service role, preferably in the financial industry
• Experience working with FINRA licenses (e.g., Series 6, 7) or a strong willingness to learn and adapt
• A genuine interest in helping people achieve their financial goals, with a passion for delivering exceptional customer experiences
• Familiarity with customer service best practices and tools, with a focus on empathy, active listening, and problem-solving
• Ability to work flexible hours, as needed, to ensure prompt resolution of customer issues and concerns
• Experience working in a startup or fast-paced organization, with a proven ability to thrive in a dynamic environment

Essential Qualifications:

In addition to the above requirements, you'll need:

• Excellent communication and interpersonal skills, with the ability to build strong relationships with customers, colleagues, and external partners
• Strong analytical and problem-solving skills, with a focus on finding creative solutions to complex customer issues
• A strong work ethic, with a commitment to delivering high-quality results and exceeding customer expectations
• A willingness to learn and adapt, with a focus on continuous professional development and growth

Preferred Qualifications:

While not essential, the following qualifications are highly desirable:

• Experience working in the retirement savings or financial services industry, with a deep understanding of the challenges and opportunities facing our clients
• A strong network of professional contacts in the financial services industry, with the ability to leverage these relationships to drive business growth and development
• Experience working with customer service software and tools, such as CRM systems, chatbots, and helpdesk platforms
• A certification in customer service, such as the Certified Customer Service Representative (CCSR) or the Certified Professional in Learning and Performance (CPLP)

Career Growth Opportunities and Learning Benefits:

At arenaflex, we're committed to helping our team members grow and develop in their careers. As a Customer Service and Operations Associate, you'll have access to:

• Comprehensive training and onboarding programs, designed to equip you with the skills and knowledge needed to succeed in your role
• Ongoing coaching and mentoring, with regular feedback and performance reviews to help you achieve your career goals
• Opportunities for professional development and growth, including conferences, workshops, and online courses
• A dynamic and supportive work environment, with a focus on collaboration, innovation, and continuous improvement

Work Environment and Company Culture:

At arenaflex, we're proud of our diverse, inclusive, and mission-driven culture. As a team member, you'll be part of a vibrant and dynamic community that's committed to making a positive impact on the lives of our clients. Our company culture is built on the following values:

• A passion for delivering exceptional customer experiences, with a focus on empathy, active listening, and problem-solving
• A commitment to diversity, equity, and inclusion, with a focus on creating a welcoming and inclusive work environment
• A willingness to learn and adapt, with a focus on continuous professional development and growth
• A strong work ethic, with a commitment to delivering high-quality results and exceeding customer expectations

Compensation, Perks, and Benefits:

As a Customer Service and Operations Associate at arenaflex, you'll be eligible for a competitive compensation package, including:

• A annual salary range of $45,000-$52,000, depending on experience and qualifications
• Equity in the company, with the opportunity to share in our success and growth
• Comprehensive medical, dental, and vision insurance, with 100% premium covered for staff and 50% for dependents
• 401k plan access, with the opportunity to save for your own retirement goals
• Unlimited paid time off, with the flexibility to take the time you need to recharge and relax
• 12 weeks of fully-paid parental leave, with the support and resources you need to care for your loved ones
• Maven, One Medical, and Teladoc memberships, with access to convenient and affordable healthcare services
• ClassPass fitness perk, with the opportunity to stay active and healthy

Conclusion:

If you're passionate about delivering exceptional customer experiences, with a strong interest in helping people achieve their financial goals, we want to hear from you. As a Customer Service and Operations Associate at arenaflex, you'll be part of a dynamic and mission-driven team that's committed to making a positive impact on the lives of our clients. Apply now to join our team and start your journey with arenaflex today!