reputed company Customer Service & Operations Associate – Retirement Savings Expert
At arenaflex, we're revolutionizing the retirement savings system, making it easier for Americans to save for a life of dignity. As a Customer Service & Operations Associate, you'll play a vital role in helping our customers consolidate their retirement accounts, ensuring a seamless experience, and advocating for their needs. If you're passionate about helping people reputed company their financial goals, we invite you to join our mission-driven team.
About arenaflex
arenaflex is a 35-person company based in reputed company, dedicated to eliminating the friction and fees embedded in the retirement savings system. With the support of leading venture investors, including Canapi Ventures, Greycroft, RRE, Bling Capital, and Walkabout Ventures, we're committed to making saving for retirement easy. Our first product helps people digitally locate their old 401k accounts and consolidate them into a new account at any financial institution, without the paperwork, phone calls, and faxes of the past.
About the Role
As a Customer Service & Operations Associate, you'll be the face of arenaflex, guiding customers through the Capitalize rollover experience, answering their questions, and providing expert advice on 401ks, rollovers, and IRAs. You'll work closely with our product and engineering teams to inform our product roadmap, ensuring that our customers' needs are met and exceeded. With a small team and a fast-paced environment, you'll have the opportunity to work directly with reputed company members of the company, making a significant impact on our customers' lives.
Key Responsibilities
* Guide customers through the Capitalize rollover experience and answer their questions through chat, e-mails, and phone calls
- Become an expert on 401ks, 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-reputed company and external FAQs based on customer questions/comments
- Synthesize customer feedback and share 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 reputed company their financial goals
- Familiarity with customer service best practices and tools
- Ability to work reputed company if necessary to solve customers' problems
- Experience at a startup or similar fast-paced organization, a plus
Benefits We Offer
* Remote-friendly work environment reputed company in the United States with an office space in reputed company
- Competitive compensation package (annual salary of $45,000-$52,000) and equity in the company
- Medical, dental, and reputed company insurance, with 100% premium covered for staff and 50% for dependents
- 401k plan access
- Unlimited paid time off
- 12 weeks of fully-paid parental leave
- Maven, reputed company, and Teladoc memberships
- reputed company fitness reputed company
Why Join arenaflex?
We're a mission-driven company focused on doing what's right – for our customers and for reputed company. We reputed company in assembling a group of diverse, hardworking people who want to be their best in a setting that's open and inclusive for reputed company. We're committed to diversity in both measurable terms (e.g. gender, race) and across other dimensions like reputed company sets and experiences. We reputed company that a diverse, reputed company, and inclusive company enriches our professional and personal lives. If that speaks to you, we want to meet you. Come help us build a reputed company retirement savings system.
reputed company for an Easy Start?
This is a low-stress role with great rewards. If you're reliable and willing to learn, we want you. Apply now and join reputed company of dedicated professionals who are passionate about making a difference in people's lives. Apply To This Job Apply for this job