Experienced Customer Service Representative - Retirement Plans

Join arenaflex's dynamic team and embark on a fulfilling career in customer service, where you'll have the opportunity to make a meaningful impact on people's lives.

About arenaflex

arenaflex is a leading provider of innovative financial solutions, dedicated to helping individuals and families achieve their long-term goals. Our mission is to Fulfill Life, and we're committed to delivering exceptional customer experiences that make a lasting difference. With a strong focus on community support, employee well-being, and professional development, we're a company that truly cares about its people and the world around us.

Job Summary

We're seeking an experienced Customer Service Representative to join our Retirement Plans team. As a key member of our customer-facing team, you'll be responsible for providing exceptional service to retirement plan participants, answering their inquiries, and resolving their issues in a professional and timely manner. If you're passionate about delivering outstanding customer experiences and have a strong background in customer service, we encourage you to apply.

Key Responsibilities

* Answer all inquiries in a professional manner, maintaining a high level of customer satisfaction and loyalty

• Maintain an in-depth understanding of the requirements relating to retirement plan participants, including distribution, rollover, and consolidation options
• Educate retirement plan participants on available options and assist them throughout each process
• Assist participants in accessing their account online and resolving their requests in a timely and efficient manner
• Provide professional correspondence and demonstrate exceptional verbal communication and customer service skills
• Consult with the Client Service and Admin Service teams to provide assistance as volumes dictate
• Investigate and resolve participant issues, sharing the results with appropriate parties and providing written instructions as needed
• Maintain the confidentiality of retirement plan participants to protect and ensure compliance with policy and procedures
• Stay up-to-date on daily processing requirements in Retirement Plan areas, including New Business, ERISA Plan Services, and Client Services
• Effectively coordinate, join, and/or participate in discussions, serving on committees to improve procedures and resolve problems within teams and across the department

What You Bring

* High School Diploma or GED

• College degree preferred
• 1-2 years' customer service experience and previous contact center experience required
• Retirement Plans Experience preferred
• Special skills or knowledge:

+ Proficient written and oral communication skills + Ability to manage multiple priorities at once while working within required deadlines + Proficient customer focus with excellent interpersonal skills + Ability to assume ownership and work within a team environment + High level of curiosity and willingness to learn new methods and procedures

• Preferred qualifications:

+ Knowledge of ERISA, IRS/DOL regulations, and qualified plan administration + Proficiency with Microsoft Office products (Word, Excel, and PowerPoint) + ASPPA exams or equivalents + Knowledge of OMNI, Relius, and recordkeeping systems + Bilingual in Spanish and English preferred

What We Offer

* Competitive salary and comprehensive benefits package, including health and welfare benefits, 401(k), flexible work schedules, and time off to care for yourself and others

• Total rewards package with incentives, tuition reimbursement, student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training, and career development opportunities
• Commitment to professional development, opportunity, inclusion, and diversity, with a focus on team building and collaboration
• Inclusive culture and diverse workplace, enriched by individual differences
• Equal Opportunity Employer, hiring based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity, or any other characteristic protected by law

Why Join arenaflex?

* Opportunity to grow your career in a dynamic and supportive environment

• Chance to make a meaningful impact on people's lives through exceptional customer service
• Comprehensive benefits package and competitive compensation
• Commitment to professional development, opportunity, inclusion, and diversity
• Inclusive culture and diverse workplace, enriched by individual differences
• Equal Opportunity Employer, hiring based on qualifications, positive attitude, and exemplary work ethic

How to Apply

If you're passionate about delivering outstanding customer experiences and have a strong background in customer service, we encourage you to apply. Please submit your application today and join our team at arenaflex. Apply for this job