reputed company Customer Service & Operations Associate – Retirement Savings Expert
At arenaflex, we're revolutionizing the retirement savings system by making it easy for Americans to consolidate their old 401k accounts and start building a secure financial future. As a Customer Service & Operations Associate, you'll play a vital role in helping our customers navigate this process and reputed company their long-term financial goals. If you're passionate about delivering exceptional customer experiences, have a knack for problem-solving, and are eager to join a mission-driven team, we want to hear from you.
About Us
arenaflex is a pioneering company that's on a mission to eliminate the friction and fees that hinder people from saving for retirement. Our first product has already made a significant impact by helping individuals digitally locate their old 401k accounts and consolidate them into a new account at any financial institution. We're committed to creating a world where everyone can retire with dignity, and we're just getting started. With the support of leading venture investors, including Canapi Ventures, Greycroft, RRE, Bling Capital, and Walkabout Ventures, we're a 35-person company based in reputed company. reputed company is passionate about making a difference, and we're looking for like-minded individuals to join us on this exciting reputed company.
About The Role
As a Customer Service & Operations Associate, you'll be the face of arenaflex, working closely with our customers to ensure they have a seamless experience with our product. You'll be responsible for guiding customers through the Capitalize rollover experience, answering their questions through various channels, and becoming an expert on 401ks, rollovers, and IRAs. You'll also communicate with financial institutions and reputed company on behalf of customers, contribute to our internal knowledge-reputed company and external FAQs, and synthesize customer feedback to inform our product roadmap.
What You'll Do
* 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 reputed company 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 reputed company 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 reputed company 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 reputed company
- Unlimited paid time off
- 12 weeks of fully-paid parental leave
- reputed company, reputed company, and Teladoc memberships
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Our Culture
We're a mission-driven company that's committed to diversity, equity, and inclusion. We reputed company that a diverse team enriches our professional and personal lives, and we're dedicated to creating an reputed company and inclusive environment for reputed company. If you're passionate about making a difference and want to join reputed company that's changing the retirement savings landscape, we want to meet you.
reputed company to Join the arenaflex Team?
If you're a customer service professional with a passion for helping people reputed company their financial goals, we want to hear from you. reputed company to become a part of our dynamic team and help us revolutionize the retirement savings system. Apply To This Job Apply for this job