Job Description
Job Title: Experienced Customer Relationship Advocate
Career Development Experience at arenaflex Job Description: About arenaflex At arenaflex, we're passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We're a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We're proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
of Customer Relationship Advocates We're seeking experienced Customer Relationship Advocates to for a unique and fulfilling experience that combines career development with customer support. As a Customer Relationship Advocate, you'll have dedicated time to focus on growth, career development, and renewal while supporting our customers through inbound calls. If you're interested in Financial Services and eager to learn and grow, this might be the right opportunity for you. About the Role In this role, you'll assist our clients with a broad range of needs, including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades.
You'll also have the opportunity to learn about the financial services industry, develop your skills, and gain new experiences. Our career development experience is designed to supercharge your early career and growth at arenaflex, with personalized support, knowledgeable career guides, and celebration of your achievements. What to Expect As a new Customer Relationship Advocate, you'll learn about the financial services industry, develop your skills, and gain new experiences. Here's what you can expect: * First Four Months: Prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7, and 63 licenses, fully paid for and sponsored by arenaflex.
This includes paid, on-the-job study time, with readily available resources that you can take advantage of, including licensing coaches and group workshops. * Subsequent Months: Begin taking customer calls with increasing complexity over time to develop and hone your skills. Engage in dedicated time each week to connect and refuel by exploring the career center, networking with colleagues, taking online classes, and more! * Career Growth Opportunities: As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you.
Advantages of our
Career Development Experience * You are learning: We provide all the training you need to develop the skills needed to service our customers and study for your FINRA licensing exams! * You are celebrated:
Your achievements will be recognized and celebrated as you progress through this career development experience. Our inclusive culture empowers associates to achieve success while building a supportive network. * You are growing: From day one, you'll have the support and structure to plan for your future at arenaflex.
The career coaching you will receive will help you understand the array of career opportunities at arenaflex and chart a course to help you grow in a personalized career path. * You can explore: You'll experience variety in your work with dedicated time for development activities and doing work that goes beyond answering customer calls so you can discover the next step in your career. The Skills You Bring To succeed in this role, you'll need: * Desire to establish rapport and relationships with customers and the team through effective communication * Experience in customer service, call center, or financial services preferred * A strong interest in financial services * Exceptional problem-solving skills and a demonstrated history of overcoming academic or professional challenges * Ability and flexibility to work in a hybrid work setting, both at home and in office * Comfortable with technology and ability to navigate multiple systems simultaneously * Ability to handle different types of situations, emotions, and conversations driving towards a resolution suitable for all * Aptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7, and Series 63 exams
The Value You Deliver As a Customer Relationship Advocate, you'll demonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interaction.
You'll service varied customer needs, including balance inquiries, money movement, trading, and more, and answer questions and provide resources to deepen client understanding and build confidence. Our Investments in You At arenaflex, we're committed to helping you grow and succeed. Here are a few of the benefits we offer: * Maternal and Parental Leave * Tuition Reimbursement * Student Loan Assistance *401(K) 7% match * Health Insurance * Dental Insurance * Vision Insurance * Disability Insurance * Paid Time off * Commuter Benefit Program * Backup Dependent Care * Charitable match * Concierge Services * Wellness Program * Fitness Reimbursement Certifications You'll be given paid time and support to obtain SIE (FINRA), Series 7 (FINRA), and Series 63 (FINRA) certifications, required to obtain within the first 3.5 months.
Learn More If you're interested in learning more about our career development experience and the opportunities available at arenaflex, please visit our website or contact us directly. Ready to take the first step in your career development journey? to become a Customer Relationship Advocate at arenaflex.