Experienced BD Customer Experience Specialist I – Delivering Exceptional Service in Broker Dealer Services
At arenaflex, we're committed to providing our customers with an unparalleled level of service and support. As a key member of our Broker Dealer Services team, the BD Customer Experience Specialist I plays a vital role in ensuring that our financial professionals and clients receive the highest level of support and guidance. If you're passionate about delivering exceptional customer experiences and have a knack for problem-solving, we want to hear from you.
About arenaflex
arenaflex is a leading financial services company dedicated to helping individuals and businesses achieve their financial goals. With a rich history of innovation and a commitment to excellence, we've established ourselves as a trusted partner in the financial industry. Our team of experts is passionate about providing personalized support and guidance to our customers, and we're looking for like-minded individuals to join our team.
Job Summary
As a BD Customer Experience Specialist I, you'll be responsible for providing daily phone and chat support to our financial professionals and clients. You'll be the go-to expert for all their questions and concerns, from brokerage accounts to compliance regulations. Your exceptional communication skills, attention to detail, and ability to multitask will make you a valuable asset to our team.
Key Responsibilities
* Provide daily phone and chat support to financial professionals and clients, responding to questions and resolving problems related to brokerage accounts, trades, money movement, compliance regulations, available products, and industry information.
- Assist financial professionals and clients with system-related issues, providing training and education on software used to enter trades, view accounts, obtain research, and manage portfolios.
- Perform other job-related duties and special projects as required, including responding to incoming emails from financial professionals and customers.
- Maintain accurate and up-to-date records of customer interactions, ensuring that all information is complete, precise, and communicated effectively.
Who We're Looking For
* Bachelor's degree in a business-related field or equivalent experience required.
- Excellent customer service, organizational, and telephone skills required.
- Must have excellent verbal and written communication skills, including telephone communication experience.
- Self-motivated, able to work in a team environment, and able to multitask with attention to detail.
- Basic computer skills with the ability to efficiently navigate within numerous software and web applications.
- Ability to acquire strong knowledge of business unit products, processes, and systems.
- Broker Dealer experience is a plus.
- Call center experience is preferred but not required.
- FINRA registrations (Series 6) required.
What We Offer
* Competitive salary range: $19.47 - $35.19 / hour.
- Personal Time Off (PTO) program, providing a set amount of accrued time earned each pay period.
- Pension eligibility.
- In-office, hybrid, and remote work arrangements.
- Monday - Thursday 9:15am-6pm CST and Friday 8am-5pm CST.
- Training will be Monday - Friday 8am-5pm CST.
- Equal Opportunity Employer, committed to diversity and inclusion.
Why Join arenaflex?
* Opportunity to work with a leading financial services company.
- Collaborative and dynamic work environment.
- Comprehensive, competitive benefit offerings.
- Professional development and growth opportunities.
- Chance to make a real difference in the lives of our customers.
How to Apply
If you're passionate about delivering exceptional customer experiences and have a knack for problem-solving, we want to hear from you. Please submit your application, including your resume and cover letter, to [insert contact information]. We can't wait to hear from you!
Equal Opportunity Employer
arenaflex is an Equal Opportunity Employer, committed to diversity and inclusion. We welcome applications from qualified candidates of all backgrounds and perspectives. Apply for this job