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