Customer Relationship Advocate – Financial Services Career Development Program | Hybrid Entry-Level Opportunity

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Join arenaflex: Launch Your Career in Financial Services

Are you ready to supercharge your early career with personalized support, dedicated growth opportunities, and the chance to make a real impact in people's financial lives? Welcome to arenaflex – where we believe that everyone deserves access to expert financial guidance and the tools to build a secure future.

At arenaflex, we are passionate about making financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

Now, we're looking for enthusiastic individuals to join our team as Customer Relationship Advocates (CRAs) in our first-of-its-kind career development experience. This unique program is designed to accelerate your professional growth while you develop meaningful skills in the financial services industry.

About the Role: Customer Relationship Advocate

As a Customer Relationship Advocate at arenaflex, you'll enjoy a variety-filled experience where you'll have dedicated time to focus on growth, career development, and personal renewal while supporting our customers by taking inbound calls. This role is perfect for individuals who are curious, passionate about helping others, and eager to build a career in the thriving financial services sector.

You don't need a finance background or college degree to succeed in this role – we'll provide all the training, resources, and support you need to thrive. If you're interested in financial services and want a career where you can make a difference, this might be the right opportunity for you!

What to Expect: Your Journey at arenaflex

As a new Customer Relationship Advocate, you'll learn about the financial services industry, develop your skills, and gain new experiences that will set you up for long-term success. Here's what your journey will look like:

Phase 1: Training and Licensing (First 4 Months)

Prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7, and Series 63 licenses. Don't worry – this is fully paid for and sponsored by arenaflex! This includes:

• Paid, on-the-job study time – You won't have to sacrifice your income while learning


• Readily available resources – Take advantage of licensing coaches, group workshops, and comprehensive study materials


• Individualized pacing – Study at a pace that works for you, with dedicated support every step of the way


• Challenging but achievable – These exams can be challenging, but we're here to help you succeed!

Phase 2: Building Your Skills (Months 5-12)

Once you've obtained your licenses, you'll begin taking customer calls with increasing complexity over time. You'll have the opportunity to:

• Assist clients with account balances, withdrawals, fund transfers, and resource identification


• Place trades and handle various financial transactions


• Develop and hone your customer service skills in a supportive environment


• Engage in dedicated time each week to connect and refuel through our career center, networking opportunities, online classes, and more!

Phase 3: Growing Your Career (Year 2 and Beyond)

As you gain confidence and develop proficiency serving customers, you'll get more variety in your work week by spending time building advanced skills aligned with the next role that interests you. Career mobility opportunities await those who are ready to take the next step!

Advantages of Our Career Development Experience

At arenaflex, we believe in investing in our people. Here are just a few of the advantages you'll enjoy as part of our career development program:

You Are Learning

We provide all the training you need to develop the skills required to service our customers and study for your FINRA licensing exams! With our licensing roadmap, you can own your success by studying for the exams at an individualized pace with dedication and commitment.

You Are Celebrated

Your achievements will be recognized and celebrated as you progress through this career development experience. Our inclusive culture empowers associates to achieve success while building a supportive network of colleagues who have your back.

You Are Growing

From day one, you'll have the support and structure to plan for your future at arenaflex. The career coaching you will receive will help you understand the array of career opportunities available and chart a course to help you grow in a personalized career path.

You Can Explore

You'll experience variety in your work with dedicated time for development activities and doing work that goes beyond answering customer calls. This allows you to discover the next step in your career while building a well-rounded skill set.

The Skills You Bring

We're looking for candidates who are eager to learn and grow. While no prior finance experience is required, the ideal candidate will bring:

• Communication Skills: Desire to establish rapport and relationships with customers and the team through effective communication


• Customer Service Experience: Experience in customer service, call center, or financial services is preferred, but not required


• Passion for Financial Services: A strong interest in learning about the financial services industry


• Problem-Solving Abilities: Exceptional problem-solving skills and a demonstrated history of overcoming academic or professional challenges


• Flexibility: Ability and flexibility to work in a hybrid work setting, both at home and in office


• Tech Savvy: Comfortable with technology and ability to navigate multiple systems simultaneously


• Emotional Intelligence: Ability to handle different types of situations, emotions, and conversations, driving towards a resolution suitable for all parties


• Dedication to Learning: Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making

The Value You Deliver

As a Customer Relationship Advocate, you'll play a crucial role in helping our clients achieve their financial goals. Here's what you'll deliver:

• Empathy and Passion: Demonstrate empathy and passion for helping people and ensure an excellent customer experience through phone interactions


• Varied Support: Service varied customer needs, including balance inquiries, money movement, trading, and more


• Client Education: Answer questions and provide resources to deepen client understanding and build confidence in their financial decisions


• Resolution Excellence: Handle each interaction with professionalism, working towards solutions that satisfy both the customer and the organization

Our Investments in You: Benefits and Perks

Our benefit programs are crafted to help you and your loved ones strike the perfect balance between work and life. Here are some of the outstanding benefits we offer:

• Maternal and Parental Leave: Comprehensive leave options for growing families


• Tuition Reimbursement: Invest in your education and future


• Student Loan Assistance: Support in managing your student debt


• 401(K) with 7% Match: Plan for your retirement with generous company matching


• Health Insurance: Comprehensive medical coverage for you and your family


• Dental Insurance: Keep your smile healthy


• Vision Insurance: Care for your eyesight


• Disability Insurance: Protection when you need it most


• Paid Time Off: Recharge and pursue your passions


• Commuter Benefit Program: Save on your daily commute


• Backup Dependent Care: Support for when unexpected needs arise


• Charitable Match: Give back to causes you care about


• Concierge Services: Convenience for everyday needs


• Wellness Program: Support for your physical and mental well-being


• Fitness Reimbursement: Stay active and healthy

Sound too good to be true? See for yourself what makes arenaflex a great place to build your career!

Certifications You'll Earn

You will be given paid time and support to obtain the following industry-recognized certifications:

• SIE (FINRA) – Securities Industry Essentials Exam


• Series 7 (FINRA) – General Securities Representative License


• Series 63 (FINRA) – Uniform Securities Agent State Law Exam

These certifications are required to be obtained within the first 3.5 months, and we'll provide everything you need to succeed!

Join the arenaflex Family

At arenaflex, we are committed to diversity, equity, and inclusion. We believe that our differences make us stronger, and we actively seek to create a workplace where every associate feels valued, respected, and empowered to succeed. We are an equal opportunity employer, and we welcome applicants from all backgrounds.

If you need adjustments to participate in the application or interview process, we are happy to accommodate. For roles based in the US, contact our HR team. For roles based internationally, reach out to the appropriate regional accommodations team.

Ready to start your journey? Apply today and discover why thousands of associates have built rewarding careers at arenaflex. We can't wait to welcome you to the team!

Take the first step toward an exciting career in financial services. Your future starts here at arenaflex!