Experienced Financial Service Client Representative – Business Development and Client Relationship Management (Part-Time Work from Home)
At arenaflex, we're dedicated to empowering individuals and institutions to take control of their financial futures. As a leading provider of investment, retirement planning, and financial services, we're committed to delivering exceptional client experiences and building long-lasting relationships. Our mission is to leave no families left behind, and we're seeking a talented and driven Financial Service Client Representative to join our team.
About arenaflex
arenaflex serves locations across the US, helping institutions and individuals navigate the complex world of investing, retirement planning, and financial services. With over $3 trillion in annual transactions, our industry is constantly evolving, and we're at the forefront of providing innovative solutions to our clients. From 401k and IRA management to college funding and tax savings, our expertise spans a wide range of financial services.
Why Join arenaflex?
We're living in an era where individuals are taking control of their financial futures, and we're proud to be at the forefront of this movement. With the rise of Millennials and Gen Z, there's a growing demand for financial education and guidance. As a Financial Service Client Representative at arenaflex, you'll have the opportunity to make a meaningful impact on people's lives, providing them with better options for their future and empowering them to take control of their financial well-being.
Role Overview
As a Financial Service Client Representative, you'll work closely with our leadership team to support their efforts in growing our client base. This is a business development role, not a telemarketing position. Your primary responsibilities will include:
* Booking client meetings and developing relationships with clients
* Managing accounts and ensuring our clients are well-served
* Consolidating accounts and keeping information confidential
* Facilitating the collection of necessary statements/documents to transfer accounts to other accounts
* Tracking the transfer process to ensure accurate and efficient cost basis transfer
* Working with our operations team to facilitate the transfer process and track the status of each account transfer
* Maintaining relationships with existing clients and hunting for new clients
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 accurate and efficient cost basis transfer
* 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
Essential Qualifications
* Business Development and Account Management experience (A+)
* Willingness 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 recommendations
* Impeccable follow-through for clients, the executive team, and cross-functional teams
* Outgoing personality and ability to adjust communication style based on prospects/clients needs and attitude
* Entry-level for transferrable skills for a Financial Service Client Representative
* Must be at least 18 years old
Preferred Qualifications
* Experience in the financial services industry
* Familiarity with investment, retirement planning, and financial services
* Strong communication and interpersonal skills
* Ability to work in a fast-paced environment and meet deadlines
* Proficiency in CRM software and other financial tools
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 chance to make a meaningful impact on people's lives
How to Apply
If you're a motivated and results-driven individual with a passion for client services and business development, 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!