Unlock your potential with a new role at arenaflex as a Customer Care Professional! Whether you're in our Remote hub or working remotely, you'll be a core part of the team. This position requires a strong and diverse skillset in relevant areas to drive success. Your contribution will be valued, with a compensation package starting at a competitive salary.
**Our Industry & About Us**
arenaflex serves locations across the US, helping institutions with investing, retirement planning, 401k, IRAs, stocks bonds, mutual funds, life insurance, college funding for kids, and more. We even help people save on taxes for businesses and financial purposes. With over 3 trillion dollars moving annually, timing is crucial in our industry. We're committed to helping people take back control of their pensions, property, and investment accounts. Our motto is, "Leave no families left behind!"
**Why This Industry?**
People are trying to take back control of their financial futures, and we're here to help. With the rise of Millennials and Gen Z, there's a growing interest in financial education and planning. We provide educational information to help people understand their options and make informed decisions about their financial futures.
**Role Overview**
As a Customer Care Professional, 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, working to ensure our clients are well-served.
**Job Duties as a Customer Care Professional**
* 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, 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
* A self-starter, independent, and entrepreneur-minded individual
* 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. We're 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
**Please note:** This is a fully remote role.
**Simple Application Process**
Ready to join us? The first step is easy. Click apply now and we'll be in touch soon!
**About arenaflex**
arenaflex is a leading provider of financial services, helping institutions and individuals achieve their financial goals. With a strong commitment to customer care and a passion for innovation, we're dedicated to building a brighter financial future for all.
**Why arenaflex?**
* We're a dynamic and growing company with a strong culture of innovation and customer care
* We offer a competitive compensation package and a range of benefits to support your career and well-being
* We're committed to building a diverse and inclusive culture that celebrates authenticity and promotes equality
* We're passionate about making a positive impact on our customers' lives and the communities we serve
**Join the arenaflex Team**
If you're a motivated and customer-focused individual with a passion for financial services, we want to hear from you! Apply now to join our team and start building a brighter financial future for yourself and our customers.