Experienced Registered Financial Customer Service Professional – Hartford, CT

🌍 Remote, USA 🎯 Full-time 🕐 Posted Recently

Job Description

At arenaflex, we're dedicated to transforming financial lives by empowering our people to transform their own. Our flexible work environment and fluid career paths allow our associates to chart their own path and grow their careers while helping more customers achieve financial freedom. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Join us in creating a welcoming and inclusive environment where our associates can thrive and make a meaningful impact.

*About arenaflex**

arenaflex is a leading provider of innovative financial solutions, committed to helping individuals and families achieve their financial goals. Our mission is to empower people to take control of their financial lives, and our vision is to be the trusted partner in financial services. With a strong focus on customer service, we strive to deliver exceptional experiences that exceed our customers' expectations.

*Job Summary**

We're seeking an experienced Registered Financial Customer Service Professional to join our team in Hartford, CT. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, answering their questions, and resolving their concerns in a timely and professional manner. If you have a passion for delivering outstanding customer service, a strong understanding of financial products and services, and a commitment to excellence, we encourage you to apply for this exciting opportunity.

*Key Responsibilities**

As a Registered Financial Customer Service Professional, you will be responsible for:

Answering incoming telephone inquiries regarding retirement plans from participants, employers, and third-party plan specialists
Processing financial transactions upon request of callers
Explaining past returns in comparison to economic environment; conveying information in accordance with FINRA / SEC guidelines
Assisting participants through the navigation of the automated voice response system as well as the Web Site when executing financial transactions and/or initiating loans
Running disbursement quotes, responding to managerial feedback, and attending meetings and training sessions
Providing exceptional customer service, resolving customer complaints, and escalating complex issues to management as needed

*Requirements**

To be successful in this role, you will need:

Associate degree in business or related field preferred
With no degree, an additional one to two years directly related experience is required
1 year of customer service experience, preferably in a financial service-related field
FINRA Series 6 and Series 63 required
FINRA fingerprinting required
Must be available to work during the hours of 7am-7pm. Overtime may be required
Ability to work in a fast-paced environment, handle multiple priorities, and meet deadlines
Excellent communication, problem-solving, and interpersonal skills
Strong knowledge of financial products and services, including retirement plans and investment options

*Preferred Qualifications**

Experience working in a call center or customer service environment
Knowledge of FINRA and SEC regulations
Experience with automated voice response systems and web-based applications
Strong analytical and problem-solving skills
Ability to work independently and as part of a team

*What We Offer**

At arenaflex, we offer a comprehensive benefits package, including:

Medical, dental, vision, and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences, and identities such as race, ethnicity, gender, ability, military status, and sexual orientation

*Compensation**

The salary range for this position is $40,800.00 - $56,025.00 per year, depending on experience and qualifications. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances, a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.

*Equal Opportunity Employer**

arenaflex is an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

*Remote Work Requirements**

As a remote worker, you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable, or DSL internet. Other necessary computer equipment will be provided.

*How to Apply**

If you're passionate about delivering exceptional customer service and have a strong understanding of financial products and services, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your qualifications and experience. We look forward to hearing from you!