Experienced Customer Care Professional (Work from Home Part Time) – Financial Services Client Support

At arenaflex, we're dedicated to helping institutions and individuals achieve their financial goals through expert guidance and innovative solutions. As a leading player in the financial services industry, we're committed to empowering people to take control of their pensions, property, and investment accounts. Our mission is to leave no families left behind, and we're seeking a talented Customer Care Professional to join our team.

About arenaflex

arenaflex serves locations across the US, providing a wide range of financial services, including investing, retirement planning, 401k, IRAs, stocks, bonds, mutual funds, life insurance, and college funding. With over $3 trillion in annual transactions, our industry is constantly evolving, and timing is crucial. We're passionate about helping people save on taxes for businesses and financial purposes, and we're committed to providing educational information to help them understand their options.

Why Join arenaflex?

We're at the forefront of a revolution in financial services, and we're looking for talented individuals who share our vision. With the rise of Millennials and Gen Z, people are becoming more aware of the importance of financial planning and investment. As a Customer Care Professional at arenaflex, you'll have the opportunity to work with financial advisors to support their efforts with clients, grow their client base, and provide exceptional customer service.

Job Overview

As a Financial Service Client Representative, you'll work directly with financial advisors to support their efforts with clients in growing their client base. You'll be responsible for operational tasks and completing follow-ups, ensuring that our clients are well-served. This is a part-time, work-from-home role, offering the flexibility and autonomy to work independently.

Key Responsibilities

* Support the onboarding process for new clients and manage accounts

• Work with clients to ensure their dashboard accurately collects all relevant personal and financial information
• Consolidate accounts and keep information confidential
• Facilitate the collection of necessary statements/documents to transfer accounts to other accounts
• Track the transfer process to ensure the cost basis is transferred over accurately and efficiently
• Work with the operations team to facilitate the transfer process and track the status of each account transfer
• Maintain relationships with existing clients and hunt for new clients
• Ensure that a proactive quarterly check-in is completed for all clients
• Proactively take responsibility for client requests by asking for help and anticipating what their next questions or needs might be
• Respond to all client inquiries about the Dashboard in Intercom, client support inbox, client team inbox, internal issues reported, and feedback forms submitted from clients
• Support in preparation and follow-up for client and prospective client meetings
• Escalate issues requiring technical help, documenting updates, communicating to relevant stakeholders, and seeing it through to resolution
• Catalog client feedback for product leads so that ideas can be incorporated into the product roadmap

Qualifications

* Business Development and Account Management experience (A+)

• Willing to obtain a license or already having a license (A+)
• Enjoy client services and create meaningful relationships with clients
• Customer service skillset, sales background, and past remote work experience
• Self-starter, independent, and entrepreneur-minded
• Ability to act thoughtfully with teams across the company to articulate any recommendations
• Impeccable follow-through, for clients, the executive team, and cross-functional teams
• Outgoing personality and ability to adjust communication style based on a prospect/client's needs and attitude
• Entry-level for transferrable skills

Working at arenaflex

arenaflex is proud to be an equal opportunity employer, committed to building a diverse and inclusive culture that celebrates authenticity. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, disability, protected veteran status, or any other legally protected characteristics.

Compensation & Benefits

* $100,000-$250,000 commission only

• 401K
• Unlimited time off
• Equity compensation
• Retirement benefits

What We Offer

* A dynamic and supportive work environment

• Opportunities for career growth and professional development
• A comprehensive benefits package
• A competitive salary and commission structure
• The flexibility to work from home and manage your own schedule

How to Apply

If you're a motivated and customer-focused individual with a passion for financial services, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your experience and qualifications. We can't wait to hear from you!

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