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**Customer Service & Operations Associate – Join arenaflex in Revolutionizing Retirement Savings**

Remote, USA Full-time Posted 2026-05-07
At arenaflex, we're on a mission to transform the $20 trillion retirement savings market with innovative products, cutting-edge technology, and a world-class team. Our goal is to empower Americans to better save for retirement by modernizing the $1 trillion in retirement account transfers that happen annually. With a team of passionate and dedicated professionals, we're committed to making a meaningful impact in the lives of millions of Americans. **About arenaflex** arenaflex is a mission-driven company that's been recognized as one of TIME's 100 Best Inventions and by Forbes as one of the Top 50 Fintech Companies in the US. We've raised $35mm from leading venture capital investors, including RRE Ventures, Canapi Ventures, Greycroft, and others. Our team is passionate about solving critical problems in the retirement savings market and making a positive impact on people's lives. **The Role** As a Customer Service & Operations Associate at arenaflex, you'll play a critical role in helping our customers consolidate their retirement accounts. You'll be the face of our company, ensuring that our customers have a great experience with us and end up with more confidence in their long-term finances. You'll also be an advocate for the customer, sharing feedback with our product and engineering teams to inform our product roadmap. We're a small team, and we're moving fast – you'll work directly with all members of the company. **Key Responsibilities** * Guide customers through the arenaflex rollover experience and answer their questions through chat, emails, and phone calls * Become an expert on 401(k)s, rollovers, and IRAs * Communicate with financial institutions and employers on behalf of customers to help with their transactions, where necessary * Contribute to our internal knowledge-base and external FAQs based on customer questions and comments * Synthesize customer feedback and share it with other team members **What You'll Bring** * 4+ years of relevant experience in a customer service or client-facing role * Experience working in the financial industry, preferably with FINRA licenses (e.g. Series 6, 7) * Strong interest in helping people achieve their financial goals * Familiarity with customer service best practices and tools * Ability to work flexible hours if necessary to solve customers' problems * Experience at a startup or similar fast-paced organization, a plus **Essential Qualifications** * Bachelor's degree in a related field (e.g. business, finance, communications) * Strong communication and interpersonal skills * Ability to work in a fast-paced environment and prioritize multiple tasks * Proficiency in customer service software and tools (e.g. CRM, ticketing systems) * Strong analytical and problem-solving skills **Preferred Qualifications** * Experience working with financial institutions and employers * Knowledge of retirement savings products and services * Familiarity with regulatory requirements and compliance (e.g. FINRA, SEC) * Experience with data analysis and reporting **Skills and Competencies** * Excellent communication and interpersonal skills * Strong analytical and problem-solving skills * Ability to work in a fast-paced environment and prioritize multiple tasks * Proficiency in customer service software and tools (e.g. CRM, ticketing systems) * Strong attention to detail and organizational skills **Career Growth Opportunities and Learning Benefits** * Opportunities for professional growth and development in a fast-paced and dynamic environment * Access to training and development programs to enhance your skills and knowledge * Collaborative and inclusive work environment that encourages open communication and feedback * Recognition and rewards for outstanding performance and contributions to the team **Work Environment and Company Culture** * Remote-friendly work environment with an office space in New York City * Collaborative and inclusive work environment that encourages open communication and feedback * Flexible work arrangements to accommodate different work styles and needs * Recognition and rewards for outstanding performance and contributions to the team **Compensation, Perks, and Benefits** * Competitive compensation package (annual salary of $45,000-$52,000) and equity in the company * Medical, dental, and vision insurance, with 100% premium covered for staff and 50% for dependents * 401(k) plan access * 12 weeks of fully-paid parental leave * Flexible work arrangements to accommodate different work styles and needs **Why Join arenaflex?** * Be part of a mission-driven company that's making a meaningful impact in the lives of millions of Americans * Work with a talented and dedicated team of professionals who are passionate about solving critical problems in the retirement savings market * Enjoy a competitive compensation package and benefits that support your well-being and career growth * Collaborate with a diverse and inclusive team that values open communication and feedback * Contribute to a company that's committed to diversity, equity, and inclusion in all its forms **How to Apply** If you're passionate about helping people achieve their financial goals and want to be part of a mission-driven company that's making a meaningful impact, we want to hear from you. Apply now to join the arenaflex team and be part of our journey to revolutionize retirement savings.

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