At arenaflex, we're on a mission to transform the retirement savings system, making it easier for Americans to save for a life of dignity. Our innovative approach has already gained traction, with a strong team of 35 individuals based in New York City and backed by leading venture investors. We're now seeking an experienced Customer Service & Operations Associate to join our dynamic team and contribute to our vision of a friction-free retirement savings system.
**About arenaflex**
arenaflex is a pioneering company that's changing the face of retirement savings. Our first product has made it possible for people to digitally locate their old 401k accounts and consolidate them into a new account at any financial institution, eliminating the paperwork, phone calls, and faxes of the past. We believe that everyone deserves to retire with enough money for a life of dignity, and we're committed to eliminating the friction and fees that stand in their way.
**The Role**
As a Customer Service & Operations Associate at arenaflex, you'll play a critical role in helping our customers consolidate their retirement accounts and achieve their long-term financial goals. You'll be the face of our company, providing exceptional customer service through chat, email, and phone calls, and working closely with our product and engineering teams to inform our product roadmap. Your expertise will help us refine our services, ensuring that our customers have a seamless experience with us.
**Key Responsibilities**
* Guide customers through the Capitalize rollover experience, answering their questions and addressing their concerns in a timely and professional manner.
* Develop in-depth knowledge of 401ks, rollovers, and IRAs, staying up-to-date on industry developments and regulatory changes.
* Communicate with financial institutions and employers on behalf of customers, facilitating transactions and resolving issues as needed.
* Contribute to our internal knowledge-base and external FAQs, sharing your expertise with colleagues and customers alike.
* Synthesize customer feedback, sharing insights with our product and engineering teams to inform our product roadmap and drive innovation.
**What You'll Bring**
* 4+ years of relevant experience in a customer service or client-facing role, with a strong track record of delivering exceptional customer experiences.
* Experience working in the financial industry, preferably with FINRA licenses (e.g. Series 6, 7).
* A genuine interest in helping people achieve their financial goals, with a passion for making a positive impact.
* Familiarity with customer service best practices and tools, with a willingness to learn and adapt to new technologies.
* Ability to work flexible hours if necessary, with a strong commitment to resolving customer issues and meeting deadlines.
* Experience at a startup or similar fast-paced organization is a plus, but not required.
**Benefits We Offer**
* Remote-friendly work environment, with the option to work from anywhere in the United States and access to an office space in New York City.
* Competitive compensation package, with an annual salary of $45,000-$52,000 and equity in the company.
* Comprehensive benefits package, including medical, dental, and vision insurance, with 100% premium coverage for staff and 50% for dependents.
* 401k plan access, with a company match to help you save for your future.
* Unlimited paid time off, allowing you to recharge and pursue your passions.
* 12 weeks of fully-paid parental leave, supporting you in your journey as a parent.
* Access to Maven, One Medical, and Teladoc memberships, ensuring your physical and mental well-being.
* ClassPass fitness perk, encouraging you to stay active and healthy.
**Our Culture**
At arenaflex, we're committed to building a diverse, equitable, and inclusive company culture that values and celebrates individual differences. We believe that a diverse team enriches our professional and personal lives, and we're dedicated to creating a workplace that's open and inclusive for all. If you share our values and are passionate about making a positive impact, we want to meet you.
**How to Apply**
If you're excited about the opportunity to join arenaflex and contribute to our mission of revolutionizing retirement savings, please submit your application through our website. We can't wait to hear from you!