Customer Experience Associate, Pathway

Added
7 days ago
Type
Full time
Salary
Salary not provided

Related skills

customer support financial services licensing finra sie multichannel communication

📋 Description

  • Join the Pathway and complete licensing with paid study time.
  • Finish Licensing and Registered Representative training.
  • Deliver outstanding customer experiences via chat, email, and phone.
  • Share customer feedback to drive service improvements.
  • Build financial services knowledge during onboarding.

🎯 Requirements

  • Self-starter in fast-paced support environment.
  • Growth through coaching, feedback, and goal setting.
  • Bachelor’s degree or financial services experience preferred.
  • Commitment to licensing and Series 7/63 proficiency in 26 weeks.
  • Excellent verbal and written communication for customer support.
  • Willingness to work evenings and weekends as needed.

🎁 Benefits

  • Challenging, high-impact work to grow your career.
  • Performance-based compensation with bonuses, equity, and 401(k) matching.
  • 100% paid health insurance for employees; 90% for dependents.
  • Lifestyle wallet for wellness, learning, and more.
  • Employer-paid life and disability, fertility, and mental health benefits.
  • Generous time off: holidays, PTO, sick time, and parental leave.
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