Experienced Wealth Management Customer Service Specialist – Financial Services and Operations Support Expert

Introduction to arenaflex

arenaflex is a leading financial services and wealth management company dedicated to inspiring well-being and helping individuals achieve their dreams. With a strong commitment to our customers and a focus on overall well-being, we are seeking a highly skilled and dedicated Wealth Management Customer Service Specialist to join our team. As a specialist in our Service Desk Team, you will play a vital role in providing exceptional support to financial professionals and clients, addressing a wide range of inquiries and issues related to brokerage and advisory accounts.

Job Overview

In this dynamic and challenging role, you will be responsible for delivering best-in-class customer service, resolving complex issues, and providing expert guidance to financial professionals and clients. Your exceptional communication skills, strong analytical abilities, and passion for delivering superior customer experiences will make you an invaluable asset to our team. If you are a motivated and results-driven individual with a strong background in customer service, operations, or financial services, we encourage you to apply for this exciting opportunity.

Key Responsibilities

• Accurately answer and research/resolve phone, email, and chat inquiries from financial professionals and clients, covering a wide array of wealth management topics.
• Provide expertise to financial professionals and clients in the review of documents being submitted for processing and provide instruction to ensure accurate completion of all applicable sections.
• Successfully navigate multiple computer systems while simultaneously managing call flow and providing a best-in-class service experience.
• Adhere to established procedures to properly verify callers, obtaining correct data points or Personally Identifiable Information (PII) to ensure information is provided to the appropriate party.
• Establish clear expectations of next steps that will need to occur to complete/resolve an inquiry and de-escalate concerns, as necessary.
• Thoroughly and accurately document details of all interactions, in a timely manner, using a tracking system.
• Meet and/or exceed individual and team performance metrics, including established Quality and Customer Survey goals, while adhering to established team schedule.
• Be a positive change agent, proactively seeking out process improvements and challenging the status quo to improve the way we do business and continuously raise the bar.

Essential Qualifications

• 3+ years of experience in a high-touch, service, or operations environment, preferably in financial services or wealth management.
• Strong insurance, retirement, and/or wealth management knowledge, with a college degree or relevant work experience.
• Demonstrated understanding of computer systems and keyboarding skills, with excellent analytical, verbal, and written communication skills.
• Strong organizational skills, ability to multitask, and a positive attitude with a dedication to providing superior customer service in a team environment.
• Ability to work remotely with access to high-speed internet services.

Preferred Qualifications

• Securities license (Series 7 or 63) or willingness to obtain.
• Advanced knowledge of wealth management products and services, including brokerage and advisory accounts.
• Experience with customer relationship management (CRM) systems and other financial services software.
• Strong problem-solving skills, with the ability to think critically and outside the box.

Career Growth and Development

At arenaflex, we are committed to providing our employees with opportunities for growth and development. As a Wealth Management Customer Service Specialist, you will have access to training and development programs, mentorship, and career advancement opportunities. Our goal is to help you build a successful and fulfilling career, while also contributing to the success of our company.

Work Environment and Company Culture

arenaflex is a dynamic and inclusive workplace, where diversity, equity, and inclusion are valued and respected. We offer a flexible and supportive work environment, with a focus on work-life balance and employee well-being. Our company culture is built on a foundation of integrity, transparency, and open communication, and we strive to create a positive and engaging work experience for all employees.

Compensation and Benefits

arenaflex offers a competitive compensation package, including a salary range of $41,060.00 - $61,595.00, depending on experience and qualifications. We also provide a comprehensive benefits package, including health, dental, and vision insurance, 401(k) retirement plan, and paid time off. Our benefits are designed to support the overall well-being of our employees, and we are committed to providing a positive and supportive work environment.

Conclusion

If you are a motivated and customer-focused individual with a passion for financial services and wealth management, we encourage you to apply for this exciting opportunity. As a Wealth Management Customer Service Specialist at arenaflex, you will have the chance to make a real difference in the lives of our customers, while also building a successful and fulfilling career. Join our team and become part of a dynamic and inclusive workplace, where you can grow, learn, and thrive.

Apply Now