Experienced Licensed Customer Service and Support Specialist Supervisor - Investment and Financial Services Leadership
Introduction to arenaflex
At arenaflex, our people are the driving force behind our success, and we're committed to delivering exceptional experiences for our customers. We believe in fostering an inclusive workplace culture where every employee feels valued, respected, and empowered to contribute to our company's growth. As a leader in the financial services industry, we're dedicated to building strong relationships with our clients and providing them with personalized solutions to meet their unique needs.
Job Overview
We're seeking an experienced and licensed Customer Service and Support Specialist Supervisor to join our team at arenaflex Investments. As a supervisor in our Investment Center Organization, you'll lead a team of specialized professionals in a fast-paced, phone-based sales and service environment. Your team will provide exceptional support to our branch partners and their clients, delivering a service experience that builds brand loyalty and enhances overall client relationships. You'll also collaborate with our advisors to navigate the firm's policies and procedures, acting as a liaison to our back-office departments to process business requests efficiently and effectively.
Key Responsibilities
Lead the day-to-day activities of a specialized team in a contact center or client service environment, achieving specific outcomes and key indicators to optimize performance
Deliver the CARES model to customers and service partners, ensuring a consistent and exceptional experience
Collaborate with business partners to meet customer and employee needs in a responsive and efficient manner, managing escalated issues and interacting with customers
Ensure accurate and timely reporting, conducting problem-solving locally and sharing continuous improvement opportunities with the team
Manage the customer experience process, driving employee engagement and outcomes through data-driven insights
Inspire, motivate, grow, and develop customer service staff, leading change efforts and owning all outcomes
Effectively plan, organize, direct, analyze, and evaluate staff and processes to achieve exceptional results
Essential Qualifications
To succeed in this role, you'll need to demonstrate a strong foundation in customer service, leadership, and financial services. You should be knowledgeable about the values and practices that align customer needs and satisfaction as primary considerations in all business decisions. You'll also need to be skilled in managing risk, assessing and effectively managing all risks associated with your business objectives and activities.
Preferred Skills and Competencies
Accountability: demonstrating a strong sense of ownership and responsibility for your team's performance and outcomes
Continual Improvement Process: driving ongoing improvement and innovation in your team's processes and procedures
Customer Interactions: delivering exceptional service experiences through effective communication and problem-solving
Customer Service: providing personalized solutions and support to meet the unique needs of our clients
Decision Making: making informed, data-driven decisions that drive business outcomes and growth
Relationship Building: fostering strong relationships with our branch partners, advisors, and clients to drive business growth and loyalty
Results-Oriented: driving exceptional results and outcomes through effective leadership and management
Technical Support: providing technical expertise and support to your team and our clients
Education and Experience
Successful candidates will typically have a university or college degree, with 3+ years of industry-relevant experience. An operations or production environment position typically requires 2 years of previous managerial experience. In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience (including military service) may be considered.
Licenses and Certifications
The following licenses and certifications are required or preferred for this role:
FINRA Series 7 and 63 (or 65, 66) required
FINRA Series 24 (or 9, 10) preferred
Career Growth and Development
At arenaflex, we're committed to helping our employees grow and develop in their careers. As a supervisor in our Investment Center Organization, you'll have access to ongoing training and development opportunities, including leadership development programs, industry-specific training, and mentorship opportunities. You'll also have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional customer experiences.
Work Environment and Company Culture
Our work environment is fast-paced and dynamic, with a focus on collaboration, innovation, and exceptional customer service. We believe in fostering an inclusive and accessible workplace culture where every employee feels valued, respected, and empowered to contribute to our company's growth. We're committed to diversity, equity, and inclusion, and we're passionate about making a positive impact in our communities.
Compensation and Benefits
arenaflex offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include medical, dental, and vision coverage, employee and spouse/child life insurance, short and long-term disability protection, 401(k) with company match, pension and stock purchase plans, dependent care reimbursement account, back-up child/elder care, adoption, surrogacy, and doula reimbursement, educational assistance, and a robust wellness program with financial incentives. We also offer a range of paid time off options, including maternity and/or parental leave, holidays, occasional absence days, and vacation days.
Conclusion
If you're a motivated and experienced leader with a passion for customer service and financial services, we encourage you to apply for this exciting opportunity at arenaflex. As a Licensed Customer Service and Support Specialist Supervisor, you'll play a critical role in delivering exceptional customer experiences and driving business growth. You'll have the opportunity to work with a talented team of professionals, develop your skills and expertise, and contribute to a company that's committed to making a positive impact in our communities. Apply today to join our team and take the first step in an exciting and rewarding career at arenaflex!
Apply Now
At arenaflex, our people are the driving force behind our success, and we're committed to delivering exceptional experiences for our customers. We believe in fostering an inclusive workplace culture where every employee feels valued, respected, and empowered to contribute to our company's growth. As a leader in the financial services industry, we're dedicated to building strong relationships with our clients and providing them with personalized solutions to meet their unique needs.
Job Overview
We're seeking an experienced and licensed Customer Service and Support Specialist Supervisor to join our team at arenaflex Investments. As a supervisor in our Investment Center Organization, you'll lead a team of specialized professionals in a fast-paced, phone-based sales and service environment. Your team will provide exceptional support to our branch partners and their clients, delivering a service experience that builds brand loyalty and enhances overall client relationships. You'll also collaborate with our advisors to navigate the firm's policies and procedures, acting as a liaison to our back-office departments to process business requests efficiently and effectively.
Key Responsibilities
Lead the day-to-day activities of a specialized team in a contact center or client service environment, achieving specific outcomes and key indicators to optimize performance
Deliver the CARES model to customers and service partners, ensuring a consistent and exceptional experience
Collaborate with business partners to meet customer and employee needs in a responsive and efficient manner, managing escalated issues and interacting with customers
Ensure accurate and timely reporting, conducting problem-solving locally and sharing continuous improvement opportunities with the team
Manage the customer experience process, driving employee engagement and outcomes through data-driven insights
Inspire, motivate, grow, and develop customer service staff, leading change efforts and owning all outcomes
Effectively plan, organize, direct, analyze, and evaluate staff and processes to achieve exceptional results
Essential Qualifications
To succeed in this role, you'll need to demonstrate a strong foundation in customer service, leadership, and financial services. You should be knowledgeable about the values and practices that align customer needs and satisfaction as primary considerations in all business decisions. You'll also need to be skilled in managing risk, assessing and effectively managing all risks associated with your business objectives and activities.
Preferred Skills and Competencies
Accountability: demonstrating a strong sense of ownership and responsibility for your team's performance and outcomes
Continual Improvement Process: driving ongoing improvement and innovation in your team's processes and procedures
Customer Interactions: delivering exceptional service experiences through effective communication and problem-solving
Customer Service: providing personalized solutions and support to meet the unique needs of our clients
Decision Making: making informed, data-driven decisions that drive business outcomes and growth
Relationship Building: fostering strong relationships with our branch partners, advisors, and clients to drive business growth and loyalty
Results-Oriented: driving exceptional results and outcomes through effective leadership and management
Technical Support: providing technical expertise and support to your team and our clients
Education and Experience
Successful candidates will typically have a university or college degree, with 3+ years of industry-relevant experience. An operations or production environment position typically requires 2 years of previous managerial experience. In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience (including military service) may be considered.
Licenses and Certifications
The following licenses and certifications are required or preferred for this role:
FINRA Series 7 and 63 (or 65, 66) required
FINRA Series 24 (or 9, 10) preferred
Career Growth and Development
At arenaflex, we're committed to helping our employees grow and develop in their careers. As a supervisor in our Investment Center Organization, you'll have access to ongoing training and development opportunities, including leadership development programs, industry-specific training, and mentorship opportunities. You'll also have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional customer experiences.
Work Environment and Company Culture
Our work environment is fast-paced and dynamic, with a focus on collaboration, innovation, and exceptional customer service. We believe in fostering an inclusive and accessible workplace culture where every employee feels valued, respected, and empowered to contribute to our company's growth. We're committed to diversity, equity, and inclusion, and we're passionate about making a positive impact in our communities.
Compensation and Benefits
arenaflex offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include medical, dental, and vision coverage, employee and spouse/child life insurance, short and long-term disability protection, 401(k) with company match, pension and stock purchase plans, dependent care reimbursement account, back-up child/elder care, adoption, surrogacy, and doula reimbursement, educational assistance, and a robust wellness program with financial incentives. We also offer a range of paid time off options, including maternity and/or parental leave, holidays, occasional absence days, and vacation days.
Conclusion
If you're a motivated and experienced leader with a passion for customer service and financial services, we encourage you to apply for this exciting opportunity at arenaflex. As a Licensed Customer Service and Support Specialist Supervisor, you'll play a critical role in delivering exceptional customer experiences and driving business growth. You'll have the opportunity to work with a talented team of professionals, develop your skills and expertise, and contribute to a company that's committed to making a positive impact in our communities. Apply today to join our team and take the first step in an exciting and rewarding career at arenaflex!
Apply Now