Entry-Level Customer Service Representative – Financial Services and Client Relationship Development Opportunity at arenaflex

Introduction to arenaflex and the Industry arenaflex is a leading financial services company dedicated to strengthening the financial well-being of its clients. With a mission to help people invest and plan for their future, arenaflex provides a wide range of services, including investment and technology solutions for institutions and independent advisors. As a company, arenaflex values honesty, integrity, and the safety of its associates and customers, and it is committed to building a diverse workforce and creating an inclusive culture. If you are looking for a career in financial services where you can make a meaningful impact, arenaflex is the perfect place to start. The Role of a Customer Relationship Advocate As a Customer Relationship Advocate (CRA) at arenaflex, you will be part of a team of licensed professionals providing outstanding customer service to arenaflex's valued clients. Your role will involve answering inbound phone calls, supporting clients with their financial needs, and developing skills to assist with a broad range of client requests, including trade requests, money movement, and online support. This is a unique opportunity to supercharge your early career growth with personalized support, skill development, and training. Key Responsibilities Provide exceptional customer service to clients, responding to their inquiries and resolving their issues in a timely and efficient manner Develop skills to assist with a broad range of client needs, including trade requests, money movement, and online support Prepare for and obtain FINRA SIE, Series 7, and 63 licenses through arenaflex's industry-leading licensing program Participate in ongoing training and development programs to enhance your knowledge and skills Collaborate with colleagues and leaders to achieve team goals and objectives Utilize technology and proprietary platforms to support client interactions and resolve issues Essential Qualifications To be successful in this role, you will need to possess the following essential qualifications: Aptitude and dedication to complete the FINRA SIE, Series 7, and 63 exams through arenaflex's licensing program Enthusiasm for continuous learning and dedication to studying and applying new concepts A passion for connection and desire to establish rapport with clients Ability to handle different types of situations, emotions, and conversations, driving towards suitable resolutions Exceptional critical and analytical problem-solving skills, with the ability to interpret scenarios, leverage resources, and find appropriate resolutions Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously Preferred Qualifications While not essential, the following preferred qualifications will be advantageous in this role: Previous experience in customer service or a related field Knowledge of the financial services industry and its products Experience with technology and proprietary platforms Strong communication and interpersonal skills Ability to work in a fast-paced environment and adapt to changing circumstances Skills and Competencies To succeed as a CRA at arenaflex, you will need to possess the following skills and competencies: Strong communication and interpersonal skills Ability to work in a team environment and collaborate with colleagues Exceptional problem-solving skills, with the ability to analyze situations and find solutions Ability to adapt to changing circumstances and prioritize tasks effectively Strong time management and organizational skills Ability to learn new technology and proprietary platforms quickly Career Growth Opportunities and Learning Benefits At arenaflex, we are committed to helping our associates grow and develop in their careers. As a CRA, you will have access to a range of training and development programs, including: Industry-leading licensing program, with paid study time and access to valuable resources Ongoing training and development programs to enhance your knowledge and skills Opportunities for career advancement and professional growth Access to a range of benefits, including tuition reimbursement, student loan assistance, and 401(k) matching Work Environment and Company Culture At arenaflex, we value our associates and strive to create a positive and inclusive work environment. Our company culture is built on the principles of honesty, integrity, and respect, and we are committed to building a diverse workforce and creating an enduring culture of inclusion and belonging. As a CRA, you will be part of a dynamic and supportive team, with opportunities to collaborate with colleagues and leaders to achieve team goals and objectives. Compensation, Perks, and Benefits At arenaflex, we offer a range of compensation, perks, and benefits to our associates, including: Competitive salary and bonus structure Comprehensive benefits package, including health, dental, and vision insurance 401(k) matching and retirement savings plan Tuition reimbursement and student loan assistance Paid time off and holidays Opportunities for career advancement and professional growth Conclusion If you are looking for a career in financial services where you can make a meaningful impact, arenaflex is the perfect place to start. As a Customer Relationship Advocate, you will have the opportunity to develop your skills and knowledge, work with a dynamic and supportive team, and contribute to the success of our clients. With a range of training and development programs, opportunities for career advancement, and a comprehensive benefits package, arenaflex is committed to helping you grow and succeed in your career. Apply now to join our team and start your journey as a CRA at arenaflex! Apply for this job