Financial Services Customer Support Representative – Remote (Milwaukee, WI) – Bilingual (English/Spanish) – FINRA Series 6/63 Training Pathway
Welcome to arenaflex – Transforming Financial Futures
At arenaflex, we believe that financial empowerment begins with giving our people the freedom to shape their own journeys. Our mission is to help millions achieve financial freedom, and we do it by fostering an inclusive, purpose‑driven culture where well‑being, work‑life balance, and continuous learning are celebrated. Whether you’re just starting your career in financial services or you’re a seasoned professional looking for a new challenge, arenaflex provides the platform, tools, and community you need to thrive.
Why This Role Is a Game‑Changer
Our Financial Services Customer Support Representative role is more than a call‑center job—it’s a launchpad for a rewarding career in the financial industry. You’ll join a collaborative team that values mentorship, internal mobility, and real‑world impact. The position is fully remote, with the flexibility you need to work from home, yet we ask you to attend our Milwaukee office (111 E Wisconsin Ave, Milwaukee, WI 53202) 4–6 times a year for team‑building events, training sessions, and celebrations.
Key Responsibilities
Customer Care Excellence: Provide courteous, knowledgeable assistance to holders of retirement savings accounts, ensuring they feel heard and supported.
Education & Empowerment: Explain plan features, contribution options, and distribution rules without any sales pressure, helping customers make informed decisions.
Transaction Processing: Accurately handle contribution changes, loan requests, withdrawals, and general account updates in accordance with industry regulations.
Regulatory Communication: Relay critical plan updates, compliance notices, and policy changes clearly and promptly.
Licensure Development: Participate in a structured training program that prepares you to obtain FINRA Series 6 and Series 63 licenses, opening doors to advanced financial advisory roles.
Continuous Improvement: Contribute ideas that improve call flow, documentation quality, and overall customer experience.
Team Collaboration: Share best practices with peers, support new hires, and engage in regular coaching sessions to sharpen your skills.
Essential Qualifications
High‑school diploma or associate’s degree (or higher) + minimum one year of customer‑service experience in any sector (retail, hospitality, teaching, military, banking, etc.), or two+ years of direct customer‑service experience.
Willingness to work a full 40‑hour week, primarily Monday‑Friday, with occasional Saturday coverage and overtime when business needs demand.
Reliable high‑speed internet (minimum 50 Mbps download / 10 Mbps upload) with a wired Ethernet connection to ensure crystal‑clear voice quality.
Professional, quiet home workspace that allows uninterrupted training and daily duties.
Strong written and verbal communication skills in English; bilingual fluency in Spanish is a distinct advantage.
Preferred (Differentiating) Qualifications
Previous experience in financial services, banking, or a call‑center environment.
Holding FINRA Series 6, Series 63, or higher licenses—or a clear plan to obtain them.
Demonstrated passion for delivering high‑quality, empathetic customer service.
Ability to adapt communication style to a diverse client base, from baby boomers to Gen Z retirees.
Detail‑oriented mindset with a knack for learning and applying complex financial policies, procedures, and compliance standards.
Core Skills & Competencies for Success
Active Listening: Understand customer needs and concerns fully before providing solutions.
Problem‑Solving: Diagnose issues quickly and propose clear, actionable steps.
Technical Proficiency: Comfort using CRM platforms, call‑center software, and Microsoft Office suite.
Regulatory Awareness: Basic understanding of retirement‑plan regulations (ERISA, IRS rules) and willingness to deepen that knowledge.
Team Orientation: Collaborative spirit that thrives in a supportive, coaching‑rich environment.
Time Management: Ability to prioritize tasks, meet deadlines, and handle multiple inquiries efficiently.
Career Growth & Learning Opportunities
At arenaflex, your career path is yours to design. Starting as a Customer Support Representative, you can advance to:
Senior Account Specialist – handling high‑value accounts and complex plan structures.
Financial Advisor – once FINRA licenses are earned, you may transition into advisory roles that help clients plan retirement strategies.
Team Lead or Operations Manager – lead a group of representatives, mentor new talent, and shape service delivery standards.
Specialist Roles – such as Compliance Analyst, Training Coordinator, or Product Development Analyst.
Our robust internal mobility program and tuition‑reimbursement (up to $5,250 per year) ensure that you have both the educational support and the lateral movement options to achieve your professional ambitions.
Work Environment & Culture at arenaflex
We cultivate a culture where every voice matters. Highlights include:
Flexibility: Remote work with occasional in‑person gatherings that strengthen team bonds.
Inclusivity: Business Resource Groups (BRGs) celebrate diversity of race, ethnicity, gender, ability, veteran status, sexual orientation, and more.
Community Impact: Paid volunteer time (16 hours per calendar year) encourages you to give back to causes you care about.
Well‑Being: Comprehensive health, dental, vision, and life insurance plans, plus generous paid time off, parental leave, and short‑/long‑term disability coverage.
Casual Dress Code: Business‑casual attire with the option to wear jeans, reflecting our relaxed yet professional atmosphere.
Compensation, Perks & Benefits
We offer a competitive total rewards package designed to support both your financial security and personal fulfillment.
Base Salary Range: $37,000 – $50,950 annually, commensurate with experience, education, and licensure.
Performance Bonus: Non‑sales employees can qualify for a quarterly bonus based on service quality and team metrics.
401(k) Plan: Generous company match up to 6 % of salary, plus discretionary contributions and a broad investment lineup.
Health & Wellness: Medical, dental, vision, and life insurance with employer contributions.
Learning Stipends: Tuition reimbursement up to $5,250 per year for approved coursework.
Paid Time Off: Immediate PTO accrual from day one, ten company holidays, three floating holidays, and additional paid volunteer hours.
Parental & Family Leave: Paid parental leave, short‑ and long‑term disability, and FMLA coverage.
Technology Kit: Company‑provided computer, headset, and software licenses; you only need to supply a reliable wired internet connection.
How to Apply – Your Next Step Toward Financial Empowerment
If you are ready to embark on a career that blends meaningful customer interaction with professional development, we invite you to apply today. Submit your resume and a brief cover letter outlining why you are a perfect fit for this role. Our recruitment team will review your application promptly and reach out to schedule an initial interview.
Remember: at arenaflex, we celebrate curiosity, champion growth, and empower you to transform not only your future but the futures of countless customers.
Join arenaflex – Empower Yourself, Empower Others
Take the first step toward a fulfilling career in financial services. Click the “Apply Now” button below, and let’s build a brighter financial future together.
Apply Now
arenaflex is an equal‑opportunity employer. We welcome applicants of all backgrounds and are committed to fostering an environment free from discrimination based on age, race, color, national origin, ancestry, sex, sexual orientation, gender identity, gender expression, marital status, pregnancy, religion, disability, veteran status, or any other protected characteristic.
Apply for this job
At arenaflex, we believe that financial empowerment begins with giving our people the freedom to shape their own journeys. Our mission is to help millions achieve financial freedom, and we do it by fostering an inclusive, purpose‑driven culture where well‑being, work‑life balance, and continuous learning are celebrated. Whether you’re just starting your career in financial services or you’re a seasoned professional looking for a new challenge, arenaflex provides the platform, tools, and community you need to thrive.
Why This Role Is a Game‑Changer
Our Financial Services Customer Support Representative role is more than a call‑center job—it’s a launchpad for a rewarding career in the financial industry. You’ll join a collaborative team that values mentorship, internal mobility, and real‑world impact. The position is fully remote, with the flexibility you need to work from home, yet we ask you to attend our Milwaukee office (111 E Wisconsin Ave, Milwaukee, WI 53202) 4–6 times a year for team‑building events, training sessions, and celebrations.
Key Responsibilities
Customer Care Excellence: Provide courteous, knowledgeable assistance to holders of retirement savings accounts, ensuring they feel heard and supported.
Education & Empowerment: Explain plan features, contribution options, and distribution rules without any sales pressure, helping customers make informed decisions.
Transaction Processing: Accurately handle contribution changes, loan requests, withdrawals, and general account updates in accordance with industry regulations.
Regulatory Communication: Relay critical plan updates, compliance notices, and policy changes clearly and promptly.
Licensure Development: Participate in a structured training program that prepares you to obtain FINRA Series 6 and Series 63 licenses, opening doors to advanced financial advisory roles.
Continuous Improvement: Contribute ideas that improve call flow, documentation quality, and overall customer experience.
Team Collaboration: Share best practices with peers, support new hires, and engage in regular coaching sessions to sharpen your skills.
Essential Qualifications
High‑school diploma or associate’s degree (or higher) + minimum one year of customer‑service experience in any sector (retail, hospitality, teaching, military, banking, etc.), or two+ years of direct customer‑service experience.
Willingness to work a full 40‑hour week, primarily Monday‑Friday, with occasional Saturday coverage and overtime when business needs demand.
Reliable high‑speed internet (minimum 50 Mbps download / 10 Mbps upload) with a wired Ethernet connection to ensure crystal‑clear voice quality.
Professional, quiet home workspace that allows uninterrupted training and daily duties.
Strong written and verbal communication skills in English; bilingual fluency in Spanish is a distinct advantage.
Preferred (Differentiating) Qualifications
Previous experience in financial services, banking, or a call‑center environment.
Holding FINRA Series 6, Series 63, or higher licenses—or a clear plan to obtain them.
Demonstrated passion for delivering high‑quality, empathetic customer service.
Ability to adapt communication style to a diverse client base, from baby boomers to Gen Z retirees.
Detail‑oriented mindset with a knack for learning and applying complex financial policies, procedures, and compliance standards.
Core Skills & Competencies for Success
Active Listening: Understand customer needs and concerns fully before providing solutions.
Problem‑Solving: Diagnose issues quickly and propose clear, actionable steps.
Technical Proficiency: Comfort using CRM platforms, call‑center software, and Microsoft Office suite.
Regulatory Awareness: Basic understanding of retirement‑plan regulations (ERISA, IRS rules) and willingness to deepen that knowledge.
Team Orientation: Collaborative spirit that thrives in a supportive, coaching‑rich environment.
Time Management: Ability to prioritize tasks, meet deadlines, and handle multiple inquiries efficiently.
Career Growth & Learning Opportunities
At arenaflex, your career path is yours to design. Starting as a Customer Support Representative, you can advance to:
Senior Account Specialist – handling high‑value accounts and complex plan structures.
Financial Advisor – once FINRA licenses are earned, you may transition into advisory roles that help clients plan retirement strategies.
Team Lead or Operations Manager – lead a group of representatives, mentor new talent, and shape service delivery standards.
Specialist Roles – such as Compliance Analyst, Training Coordinator, or Product Development Analyst.
Our robust internal mobility program and tuition‑reimbursement (up to $5,250 per year) ensure that you have both the educational support and the lateral movement options to achieve your professional ambitions.
Work Environment & Culture at arenaflex
We cultivate a culture where every voice matters. Highlights include:
Flexibility: Remote work with occasional in‑person gatherings that strengthen team bonds.
Inclusivity: Business Resource Groups (BRGs) celebrate diversity of race, ethnicity, gender, ability, veteran status, sexual orientation, and more.
Community Impact: Paid volunteer time (16 hours per calendar year) encourages you to give back to causes you care about.
Well‑Being: Comprehensive health, dental, vision, and life insurance plans, plus generous paid time off, parental leave, and short‑/long‑term disability coverage.
Casual Dress Code: Business‑casual attire with the option to wear jeans, reflecting our relaxed yet professional atmosphere.
Compensation, Perks & Benefits
We offer a competitive total rewards package designed to support both your financial security and personal fulfillment.
Base Salary Range: $37,000 – $50,950 annually, commensurate with experience, education, and licensure.
Performance Bonus: Non‑sales employees can qualify for a quarterly bonus based on service quality and team metrics.
401(k) Plan: Generous company match up to 6 % of salary, plus discretionary contributions and a broad investment lineup.
Health & Wellness: Medical, dental, vision, and life insurance with employer contributions.
Learning Stipends: Tuition reimbursement up to $5,250 per year for approved coursework.
Paid Time Off: Immediate PTO accrual from day one, ten company holidays, three floating holidays, and additional paid volunteer hours.
Parental & Family Leave: Paid parental leave, short‑ and long‑term disability, and FMLA coverage.
Technology Kit: Company‑provided computer, headset, and software licenses; you only need to supply a reliable wired internet connection.
How to Apply – Your Next Step Toward Financial Empowerment
If you are ready to embark on a career that blends meaningful customer interaction with professional development, we invite you to apply today. Submit your resume and a brief cover letter outlining why you are a perfect fit for this role. Our recruitment team will review your application promptly and reach out to schedule an initial interview.
Remember: at arenaflex, we celebrate curiosity, champion growth, and empower you to transform not only your future but the futures of countless customers.
Join arenaflex – Empower Yourself, Empower Others
Take the first step toward a fulfilling career in financial services. Click the “Apply Now” button below, and let’s build a brighter financial future together.
Apply Now
arenaflex is an equal‑opportunity employer. We welcome applicants of all backgrounds and are committed to fostering an environment free from discrimination based on age, race, color, national origin, ancestry, sex, sexual orientation, gender identity, gender expression, marital status, pregnancy, religion, disability, veteran status, or any other protected characteristic.
Apply for this job