Experienced Registered Financial Customer Service Professional – Hartford, CT

Join arenaflex, a leading financial services company, in shaping the future of financial lives. As a Registered Financial Customer Service Professional, you will be at the forefront of delivering exceptional customer experiences, empowering individuals to achieve financial freedom. With a flexible work environment, fluid career paths, and a strong commitment to purpose, well-being, and work-life balance, arenaflex offers a unique opportunity for growth and development.

About arenaflex

arenaflex is a forward-thinking company that prioritizes the well-being and success of its employees. Our vision is built on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We foster a culture of inclusivity, diversity, and community involvement, recognizing the importance of purpose, well-being, and work-life balance. Our associates dedicate thousands of hours to volunteering for causes that matter most to them, making a positive impact in our communities.

Job Summary

As a Registered Financial Customer Service Professional, you will be responsible for providing exceptional customer service to participants, employers, and third-party plan specialists regarding retirement plans. You will answer incoming telephone inquiries, process financial transactions, and explain complex financial concepts in accordance with FINRA/SEC guidelines. This role requires a strong understanding of financial products, excellent communication skills, and the ability to work in a fast-paced environment.

Key Responsibilities

* Answer incoming telephone inquiries regarding retirement plans, including requests for general account information, concerns related to contributions and withdrawals, and product information.

• Process financial transactions upon request of callers, ensuring accuracy and compliance with FINRA/SEC guidelines.
• Explain complex financial concepts, such as past returns in comparison to economic environments, in a clear and concise manner.
• Assist participants through the navigation of the automated voice response system and the Web Site when executing financial transactions and/or initiating loans.
• Run disbursement quotes, respond to managerial feedback, and attend meetings and training sessions.
• Work collaboratively with internal teams to resolve customer issues and provide exceptional service.

What You Will Bring

* Associate degree in business or a related field (preferred)

• No degree, an additional one to two years directly related experience (required)
• 1 year of customer service experience, preferably in a financial service-related field
• FINRA Series 6 and Series 63 required
• FINRA fingerprinting required
• Must be available to work during the hours of 7am-7pm, with overtime required based on business need
• Authorized to work for any employer in the U.S. (arenaflex is unable to sponsor or take over sponsorship of an employment visa at this time)

What We Offer

* 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, 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) – internal networks that rally around common interest, experiences, and identities

Compensation and Benefits

* Base Salary Range: $40,800.00 - $56,025.00

• 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

Work Environment and Culture

* Remote position with occasional in-office requirements (4-6 times per year)

• Must be within commuting distance of 280 Trumbull Street, Hartford, CT 06103
• arenaflex is an equal opportunity employer with a commitment to diversity
• All individuals, regardless of personal characteristics, are encouraged to apply
• All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law

How to Apply

If you are a motivated and customer-focused individual looking to make a difference in the financial services industry, apply now to join arenaflex as a Registered Financial Customer Service Professional. Don't miss this opportunity to grow your career while helping others achieve financial freedom. Apply for the job now! Apply for this job Apply for this job