Experienced Customer Relationship Advocate Career Development Experience - Financial Services Industry
Join arenaflex, a leading financial services company, in a unique and rewarding career development experience as a Customer Relationship Advocate. This role offers a comprehensive opportunity to grow, learn, and succeed in the financial services industry while providing exceptional customer service to our clients. If you're passionate about helping people, have a strong interest in financial services, and are eager to develop your skills and expertise, this might be the perfect opportunity for you.
About arenaflex
arenaflex is a privately held company that has been a leader in the financial services industry for decades. We're committed to making our financial expertise broadly accessible and effective in helping people live the lives they want. Our company culture is built on respect, inclusivity, and a passion for excellence. We're proud of our diverse and inclusive workplace where we value our associates for their unique perspectives and experiences.
The Role
As a Customer Relationship Advocate, you'll play a critical role in providing exceptional customer service to our clients. You'll be responsible for answering customer inquiries, resolving issues, and providing resources to deepen client understanding and build confidence. You'll also have the opportunity to develop your skills and expertise in the financial services industry through our comprehensive career development program.
Key Responsibilities
* Assist customers with a broad range of needs, including balance inquiries, money movement, trading, and more
- Answer questions and provide resources to deepen client understanding and build confidence
- Demonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interaction
- Service varied customer needs, including balance inquiries, money movement, trading, and more
- Engage in dedicated time each week to connect and refuel by exploring the career center, networking with colleagues, taking online classes, and more
- Develop and hone your skills through our comprehensive career development program
- Participate in training and development opportunities to enhance your knowledge and expertise in the financial services industry
Career Development Experience
Our career development experience is designed to help you grow and succeed in the financial services industry. You'll have dedicated time to focus on growth, career development, and renewal while supporting our customers. Our program includes:
- Comprehensive training and development opportunities to enhance your knowledge and expertise in the financial services industry
- Paid, on-the-job study time to prepare for and obtain your SIE, Series 7, and Series 63 licenses
- Licensing coaches and group workshops to support your learning and development
- Dedicated time each week to connect and refuel by exploring the career center, networking with colleagues, taking online classes, and more
- Opportunities to develop and hone your skills through real-world experience and feedback
Requirements
* Desire to establish rapport and relationships with customers and the team through effective communication
- Experience in customer service, call center, or financial services preferred
- 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
- Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-making
Benefits
arenaflex offers a comprehensive benefits package to support your physical, emotional, and financial well-being. Our benefits include:
- 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
* SIE - FINRA
- Series 7 - FINRA
- Series 63 - FINRA
Why arenaflex?
* arenaflex is a leader in the financial services industry with a strong commitment to excellence and customer satisfaction
- Our company culture is built on respect, inclusivity, and a passion for excellence
- We offer a comprehensive benefits package to support your physical, emotional, and financial well-being
- Our career development experience is designed to help you grow and succeed in the financial services industry
- We're proud of our diverse and inclusive workplace where we value our associates for their unique perspectives and experiences
How to Apply
If you're passionate about helping people, have a strong interest in financial services, and are eager to develop your skills and expertise, apply now to join our team of Customer Relationship Advocates. Seize this opportunity to make a significant impact and take the first step towards a rewarding new role. Apply To This Job Apply for this job