Experienced Customer Service Representative / Call Center Agent - Retirement & Wealth Services (Remote)

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 Customer Service Representative / Call Center Agent in our Retirement & Wealth Services department, you will play a vital role in delivering exceptional client experiences, building strong relationships, and driving results that align with our mission of relentlessly pursuing better outcomes for all. At arenaflex, we believe in the power of people and the importance of creating a workplace culture that values diversity, inclusivity, and collaboration. We are committed to building a team that reflects the diversity of the businesses and clients we serve, and we are always looking for dynamic and enthusiastic individuals who share our passion for delivering exceptional client experiences.

About arenaflex

arenaflex is a rapidly growing company that provides innovative solutions to help individuals and businesses thrive today, tomorrow, and into retirement. 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 people 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 Customer Service Representative / Call Center Agent in our Retirement & Wealth Services department, 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 the ability to handle high call volumes daily, interact with internal departments to resolve client requests or answer inquiries related to account activity and investments, and develop, strengthen, and maintain 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 in regards to Web and Online issues
• Provide educated answers regarding IRA's and IRS Codes
• Maintain a professional approach to client service, consistent with protocol and service levels
• Other duties as assigned

Preferred Qualifications:

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

• Energetic, client service-focused individual who is accountable and reliable
• Strong written, keyboarding, and verbal communication skills
• Ability to apply relationship-building skills to internal and external clients
• Strong computer aptitude; proficient in Microsoft suite of products
• Strong problem-solving skills and ability to multi-task, and ability to navigate several systems simultaneously to support servicing the client
• 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
• Working knowledge of Salesforce/Service Cloud preferred
• Working knowledge of trust accounting systems preferred, including some familiarity with investments
• IRA/IRS rules and regulations knowledge and experience preferred
• Bilingual language skills preferred

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 United States, with the exception of employees within a 90-minute radius of our Oak Brook, IL headquarters, who are required to adhere to the company's in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (one of the four days must be a Monday or Friday). This requirement does not apply to support specialist positions. Our company culture is built on the values of collaboration, innovation, and customer obsession. We are committed to creating a workplace that is inclusive, diverse, and supportive of our employees' growth and development.

Training & Development

As a new hire, you will participate in a comprehensive training program that will equip you with the skills and knowledge necessary to succeed in this role. The training program will include:

• Classroom instruction
• Online training modules
• Mentorship and coaching
• Ongoing training and development opportunities

Internet Speed Requirements

To ensure a seamless and high-quality experience for our clients, we require a minimum internet speed of:

• Upload Speed: >20 Mbps
• Download Speed: >100 Mbps
• Must be able to hardwire an Ethernet cable to the internet modem/router.

Schedule & Availability

The training class/start date is August 11, 2025, and attendance is mandatory during the training period. The regular schedule/shift is 10:30 am ET to 7 pm CT, with flexibility to accommodate different time zones.

How to Apply

If you are a motivated and customer-focused individual who is passionate about delivering exceptional client experiences, we encourage you to apply for this exciting opportunity. Please submit your application, including your resume and a cover letter, to [insert contact information]. We look forward to reviewing your application and welcoming you to the arenaflex team!

Equal Employment Opportunity

arenaflex is an equal employment opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive, diverse, and supportive of our employees' growth and development.

Disclaimer

arenaflex is not responsible for any errors or omissions in the job posting. The information provided is subject to change, and arenaflex reserves the right to modify or cancel the job posting at any time. Apply for this job