Immediate Hiring: Representative, Customer Service - Retirement Plans

Join the arenaflex team as a Representative, Customer Service - Retirement Plans, and embark on a rewarding career journey that combines exceptional customer service with a deep understanding of retirement plans. As a key member of our team, you will play a vital role in supporting service delivery, educating retirement plan participants, and driving process improvements to enhance the overall customer experience.

About arenaflex

arenaflex is a leading provider of trusted financial products and advice, dedicated to helping individuals and families achieve their long-term goals. Our mission is to Fulfilling Life, and we take pride in our commitment to volunteering, community support, employee well-being, and providing quality products and services that make a meaningful difference in people's lives.

Key Responsibilities

As a Representative, Customer Service - Retirement Plans, you will be responsible for:

• Answering all inquiries in a professional and courteous manner, providing accurate information and resolving issues promptly
• Maintaining a deep understanding of retirement plan requirements, including distribution, rollover, and consolidation options
• Educating retirement plan participants on available options and assisting them throughout each process
• Assisting participants in accessing their account online and resolving requests in a timely and efficient manner
• Providing guidance to entry-level associates or peers, under limited supervision
• Identifying process improvement opportunities to increase efficiency and effectiveness of the team, while maintaining an exceptional level of service
• Protecting assets by adhering to all applicable regulations, policies, and procedures, regulatory requirements, process requirements, and established risk guidelines
• Producing professional correspondence and demonstrating exceptional verbal communication and customer service skills
• Consulting with the Client Service and Admin Service teams to provide assistance as volumes dictate
• Investigating and resolving participant issues, sharing results with appropriate parties, and providing written instructions to involved parties
• Maintaining the confidentiality of retirement plan participants to protect and ensure compliance with policy and procedures
• Staying up-to-date with daily processing requirements in Retirement Plan areas (New Business, ERISA Plan Services, and Client Services)
• Effectively coordinating, joining, and/or participating in discussions, and serving on committees to improve procedures and resolve problems within teams and across the department

What You Bring

To succeed in this role, you will need:

• A High School Diploma or GED
• A college degree is preferred
• 1-2 years of customer service experience and previous contact center experience
• Retirement Plans Experience is 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 is preferred

What We Offer

As a valued member of the arenaflex team, you can expect:

• A total rewards package with comprehensive health and welfare benefits, including competitive pay and incentives, 401(k), flexible work schedules, and time off to care for yourself and others
• Additional popular benefits, including tuition reimbursement, student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training, and career development opportunities
• A commitment to professional development, opportunity, inclusion, and diversity
• Team building and collaboration are priorities
• A reputation as a company that cares, with a commitment to an inclusive culture and diverse workplace, enriched by individual differences
• An Equal Opportunity Employer that hires 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

Join Our Team!

This is a fantastic opportunity to grow your career and make a meaningful impact in the lives of our customers. If you have the skills and passion we're looking for, please submit your application today. Apply for this job