Are you ready to take the next step in your career and make a meaningful impact on individuals' financial futures? At arenaflex, we believe that everyone deserves the opportunity to thrive financially, today, tomorrow, and into retirement. We are seeking a dedicated and enthusiastic Retirement Services Customer Support Specialist to join our growing team and help guide businesses and individuals through their retirement planning journey.
At arenaflex, we are more than just a financial services company—we are a community of forward-thinking professionals who are passionate about delivering exceptional results while maintaining an unwavering commitment to integrity. Our mission is to strengthen and simplify the health and wealth journey for every client we serve, relentlessly pursuing better outcomes for all. We pride ourselves on being people-centric and client-obsessed in every interaction, ensuring that each customer receives the guidance and support they need to secure their financial future.
As part of the arenaflex team, you will play a crucial role in supporting our mission by providing outstanding customer service to plan sponsors, record-keepers, third-party administrators, and individual account holders. This position offers an exciting opportunity to grow your career in the financial services industry while working with a team that values diversity, collaboration, and professional development. Whether you are just starting your career or looking to take the next step, arenaflex provides the resources, training, and support you need to succeed.
arenaflex is a leading provider of health, wealth, retirement, and benefits solutions, serving more than 7 million clients with over $62 billion in assets under administration. We work with thousands of employers, plan sponsors, recordkeepers, third-party administrators, and other institutional partners to help the people they care about plan, save, and invest for a brighter future. Our comprehensive suite of services includes automatic rollover services, health savings accounts, emergency savings funds, custody services, and more.
We have been recognized for our remarkable growth and outstanding workplace culture. arenaflex has been featured on prestigious lists such as Crain's Fast 50 and Inc. 5000, acknowledging our rapid expansion and entrepreneurial spirit. Additionally, we have received awards for our exceptional workplace environment and benefits, including Built In's 2023 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards. These recognitions reflect our commitment to creating a supportive, inclusive, and rewarding work environment where every team member can thrive.
At arenaflex, we believe that diversity strengthens our team and enhances our ability to serve the diverse needs of our clients. We encourage applications from candidates of all backgrounds and experiences, knowing that our differences make us stronger. If you are passionate about helping others, enjoy a collaborative environment, and want to grow professionally in the financial services industry, arenaflex is the place for you!
The Retirement Services Customer Support Specialist is a vital role within arenaflex, serving as the primary point of contact for customers seeking assistance with their retirement accounts. This position is challenging, fast-paced, and incredibly rewarding, as you will have the opportunity to make a direct impact on individuals' financial well-being. You will handle a variety of customer inquiries via phone, email, voicemail, and chat, providing high-quality, accurate, and empathetic responses that educate and empower customers to make informed decisions about their retirement savings.
You will be responsible for supporting customers across multiple account types, including Automatic Rollover accounts, Direct Rollover accounts, Non-Retirement accounts, and Individual Retirement Accounts (IRAs). Additionally, you will work closely with Plan Sponsors, Record-Keepers, Third-Party Administrators, and various internal departments to ensure seamless service delivery and issue resolution. This role requires strong communication skills, a keen attention to detail, and the ability to navigate complex financial information with ease.
As a Retirement Services Customer Support Specialist at arenaflex, your daily responsibilities will include:
We offer flexible scheduling to accommodate different time zones and personal needs. The training schedule and regular schedule for this position are as follows:
This position is eligible for remote work and can be performed from any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA, and WV. Remote status and role locations are subject to change. Relocation assistance is not provided for this position.
To excel in this role, you should possess the following skills and competencies:
At arenaflex, we are committed to investing in our employees' professional growth and development. As a Retirement Services Customer Support Specialist, you will have access to comprehensive training programs designed to help you succeed in your role and advance your career. Our robust learning and development initiatives include:
We believe that when our employees grow, arenaflex grows. We are dedicated to helping you reach your full potential and achieve your career aspirations.
arenaflex fosters a collaborative, inclusive, and supportive work environment where every team member feels valued and empowered to contribute. Our culture is built on core values that guide how we work together and serve our customers:
Our remote and hybrid work arrangements provide flexibility while maintaining strong team connections. We leverage technology to collaborate effectively and ensure that distance does not hinder productivity or camaraderie. Regular team meetings, virtual events, and open communication channels keep everyone connected and informed.
arenaflex is committed to providing competitive compensation and comprehensive benefits to support your overall well-being. While specific details may vary, we offer a range of benefits designed to meet the diverse needs of our employees:
Are you ready to soar with arenaflex? We are excited about the possibility of welcoming you to our team. If you are passionate about helping others, thrive in a fast-paced environment, and want to build a rewarding career in the financial services industry, we encourage you to apply!
Don't worry if you don't meet every single requirement listed. At arenaflex, we believe there is no "perfect" candidate, and we want to encourage you to apply even if not all the requirements are met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals who share our commitment to excellence and customer service.
If you enjoy a collaborative, fun environment that champions career development, arenaflex is the place for you! We look forward to receiving your application and learning more about how you can contribute to our mission of simplifying the health and wealth journey for everyone we serve.
Take the next step in your journey—apply today and become part of the arenaflex family!