Experienced Customer Operations Representative – Financial Services and Customer Support Expert

Welcome to arenaflex arenaflex is a leading national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. We are guided by the principles of Value, Transparency, and Sustainability, providing products and services that people need at a competitive price, communicating clearly and openly, and designing products and operating our company to stand the test of time. Our mission is to create a world where more people have access to financial freedom, and we are committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity, and inclusion (DEI). About the Role As a Customer Operations Representative at arenaflex, you will be responsible for reviewing and processing financial and non-financial activities for our active Deferred Annuity products, including withdrawals, transfers, and setting up repetitive payments. You will contact external customers and agents to obtain the necessary information to process the requested transactions, and you will be responsible for understanding federal and municipal tax regulations, differentiating between IRA and NQ accounts, and understanding how clients' different requests can affect them in terms of taxable events. You will also be responsible for maintaining a strong level of attention to detail, having a strong commitment to customer service, and being process-oriented. Key Responsibilities Process financial and non-financial activities into administrative systems, preparing or keying checks and wires. Communicate with external customers and agents via telephone or written correspondence. Maintain a strong level of attention to detail to ensure accuracy and efficiency in processing transactions. Provide exceptional customer service, responding to customer inquiries and resolving issues in a timely and professional manner. Stay up-to-date with federal and municipal tax regulations, as well as arenaflex's products and services, to provide accurate and informed support to customers. What We Offer You At arenaflex, we empower inclusion and strive to be the most inclusive insurance company in the country. We recognize the value of diverse experiences, identities, and perspectives, and we invite you to join our team and contribute to our mission. We offer a range of benefits and perks, including: Benefits and Perks Flexible full-time or hybrid telecommuting arrangements to support your work-life balance. A 401(k) plan with immediate vesting and company matching up to 6% to help you plan for your future. Paid time away, including vacation and sick time, flex days, and ten paid holidays to recharge and pursue your interests. Opportunities to give back to your community and double your impact through our company matching program. A comprehensive benefits package, including medical, dental, and vision coverage, to support your overall well-being. Who You Are To be successful in this role, you should have: Essential Qualifications Considerable knowledge of duties typically obtained through job-related training and experience in customer service or a related field. Knowledge of specified computer applications, office practices, and procedures. Strong initiative and independent judgment within established procedural guidelines. Excellent communication and customer service skills, with the ability to respond to customer inquiries and resolve issues in a timely and professional manner. Preferred Qualifications Experience in the financial services industry, particularly in customer operations or a related role. Knowledge of federal and municipal tax regulations, as well as experience with IRA and NQ accounts. Strong analytical and problem-solving skills, with the ability to maintain attention to detail and accuracy in a fast-paced environment. Career Growth Opportunities and Learning Benefits At arenaflex, we are committed to supporting the growth and development of our employees. We offer a range of training and development programs, including: Training and Development Programs Student of the Business courses to help you develop a deeper understanding of the financial services industry. Sponsorship of professional certifications to support your career advancement. Opportunities to work with experienced professionals and learn from their expertise. Work Environment and Company Culture At arenaflex, we strive to create a work environment that is inclusive, supportive, and empowering. We recognize the value of diversity, equity, and inclusion, and we are committed to creating a workplace where every employee feels valued, respected, and has opportunities to contribute. Our company culture is built on the principles of Value, Transparency, and Sustainability, and we are dedicated to making a positive impact on our communities and the environment. Compensation The hourly salary range for this role is $21.00-$31.96, plus eligibility for an annual bonus program. We also offer a range of benefits and perks to support your overall well-being and career growth. Conclusion If you are a motivated and customer-focused individual who is passionate about delivering exceptional service and support, we encourage you to apply for this exciting opportunity to join our team at arenaflex. As a Customer Operations Representative, you will play a critical role in supporting our customers and contributing to our mission to create a world where more people have access to financial freedom. Apply now and take the first step towards a rewarding and challenging career with a leading national financial services company. Apply for this job