Experienced Registered Financial Customer Service Professional – Empower Retirement

At arenaflex, we're dedicated to transforming financial lives by empowering our people to transform their own. As a Registered Financial Customer Service Professional, you'll play a vital role in helping our customers achieve financial freedom while charting your own path and growing your career. Join our team and discover a flexible work environment, fluid career paths, and a culture that celebrates internal mobility, purpose, well-being, and work-life balance.

About arenaflex

arenaflex is a leading provider of retirement services, committed to helping individuals achieve their financial goals. Our vision is built on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We believe in creating a welcoming and inclusive environment, where our associates can thrive and make a meaningful impact. With a strong focus on purpose, well-being, and work-life balance, we're dedicated to creating a better future for our customers, our communities, and our people.

Job Summary

We're seeking an experienced Registered Financial Customer Service Professional to join our team in Milwaukee, Wisconsin. As a key member of our call center, you'll work collaboratively with a team of associates to provide exceptional service to our customers' retirement savings accounts. If you're passionate about delivering quality customer service, have a strong foundation in financial services, and are eager to grow your career, we encourage you to apply.

Responsibilities

As a Registered Financial Customer Service Professional, you'll be responsible for:

• Providing excellent service within our call center for our customers' retirement savings accounts
• Educating and empowering our customers without making cold calls or sales
• Communicating critical plan updates and changes
• Processing contribution changes, loans, and withdrawals
• Processing general account changes upon direction from the customer
• Collaborating with our team to achieve exceptional customer satisfaction and retention

Requirements

To succeed in this role, you'll need:

• An associate's 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
• FINRA series 6 and 63 or higher equivalent licensure
• Availability to work a 40-hour work week, outside of traditional business hours, Monday through Friday with an occasional Saturday
• Capability to work overtime as required based on business need
• Fluency in both English and Spanish (desired but not required)
• Financial Services or call center experience (desired but not required)
• 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

What Sets You Apart

If you have:

• 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 need to provide:

• Reliable high-speed internet with a wired connection
• A place in your home to attend training and work without interruption
• 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

At arenaflex, we're committed to providing our employees with the means to lead healthy, balanced lives. Our 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

arenaflex is an equal opportunity employer and a drug-free workplace.

Apply Now

If you're passionate about delivering quality customer service, have a strong foundation in financial services, and are eager to grow your career, we encourage you to apply. Join our team and discover a flexible work environment, fluid career paths, and a culture that celebrates internal mobility, purpose, well-being, and work-life balance. Apply Job! Apply to this Job Apply for this job