Are you passionate about delivering exceptional customer service and building long-lasting relationships with clients? Do you have a strong background in wealth management and a desire to advance your career in a dynamic and supportive environment? Look no further than arenaflex, a leading provider of insurance and financial products and services. We are seeking an experienced Wealth Management Customer Service Specialist to join our team, where you will have the opportunity to grow professionally, work with a talented and diverse group of colleagues, and make a meaningful impact on the lives of our customers.
**About arenaflex**
arenaflex is a mutual insurance company that has been helping people realize their dreams for over 150 years. Our Purpose, to inspire well-being, guides our dedication to our customers, colleagues, and communities. We believe that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being – mind, body, and wallet. With a range of insurance and financial products and services, we put our customers first and strive to make a positive impact on the world around us.
**Key Responsibilities**
As a Wealth Management Customer Service Specialist at arenaflex, you will be responsible for providing exceptional customer service to financial professionals and clients via inbound calls to our Service Desk Team. Your inquiries will range in complexity, but will center around the servicing and care of brokerage and advisory accounts. You will:
* Accurately answer and research/resolve phone, email, and chat inquiries from financial professionals and clients
* 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
**Essential Qualifications**
To be successful in this role, you will need:
* 3+ years of experience in a high-touch, service or operations environment
* Strong insurance, retirement, and/or wealth management knowledge
* College degree or relevant work experience
* Securities license preferred (Series 7 or 63), but not required
* Demonstrated understanding of computer systems and keyboarding skills
* Excellent analytical, verbal, and written communication skills, with a strong sense of accountability
* Strong organizational skills, ability to multitask
* Positive attitude and dedication to providing superior customer service in a team environment
**Preferred Qualifications**
While not required, the following qualifications would be beneficial:
* Experience working in a wealth management or financial services environment
* Knowledge of brokerage and advisory platforms/tools/systems
* Experience with customer relationship management (CRM) software
* Certification in customer service or a related field
**Skills and Competencies**
To succeed in this role, you will need to possess the following skills and competencies:
* Excellent communication and interpersonal skills
* Strong analytical and problem-solving skills
* Ability to work in a fast-paced, dynamic environment
* Strong organizational and time management skills
* Ability to multitask and prioritize tasks effectively
* Strong attention to detail and accuracy
* Ability to work collaboratively as part of a team
* Strong customer service skills, with a focus on delivering exceptional service to financial professionals and clients
**Career Growth Opportunities**
At arenaflex, we are committed to helping our colleagues grow professionally and personally. As a Wealth Management Customer Service Specialist, you will have the opportunity to:
* Develop your skills and knowledge in wealth management and customer service
* Take on new challenges and responsibilities as you grow in your role
* Collaborate with a talented and diverse group of colleagues to achieve our goals
* Participate in training and development programs to enhance your skills and knowledge
* Pursue opportunities for advancement and career growth within the company
**Work Environment and Company Culture**
As a hybrid role, you will work from home three days a week and spend two days in our Bethlehem office. Our office is a dynamic and supportive environment, with a focus on collaboration and teamwork. We offer a range of benefits and perks, including:
* Flexible work arrangements (part in-person/part remote)
* Unlimited paid time off for most roles, plus time off for volunteering, jury duty, voting, and bereavement
* Personal holidays for colleagues to use in recognition of religious, cultural, or civic days
* Paid parental leave and paid family and medical leave policies
* Emotional well-being, mental health, and work/life resources powered by Spring Health
* Wellness programs, including fitness program and equipment reimbursement
* Child, adult, and elder back-up care support through Bright Horizons
* Adoption assistance
* College planning
* Tuition reimbursement
* Student loan assistance
* Commuter benefits in select metropolitan areas
**Compensation and Benefits**
As a Wealth Management Customer Service Specialist at arenaflex, you will be eligible for a competitive salary range of $41,060.00 - $61,595.00, depending on your experience and qualifications. You will also be eligible for a range of benefits and perks, including:
* Health care choice of high deductible/copay medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits
* Dental plan
* Vision plan
* Health care accounts – flexible spending, health reimbursement, and health savings accounts
* Critical illness insurance
* Life and Disability Insurance
* Company-paid Life and Disability insurance plus voluntary supplemental coverage
* Accident insurance
* Retirement and Financial 401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable
* Complimentary 1:1 financial guidance with a licensed Fidelity representative
**How to Apply**
If you are a motivated and customer-focused individual with a passion for wealth management and customer service, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your qualifications and experience. We look forward to hearing from you!
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