Customer Experience Escalations Specialist

Added
21 days ago
Type
Full time
Salary
Salary not provided

Related skills

customer support social media compliance investigations finra series 7

📋 Description

  • Resolve escalations across support channels
  • Investigate complex issues from leadership, regulators, or high‑profile customers
  • Partner with Compliance, Legal, and leaders for summaries and risk assessments
  • Conduct root cause analysis to improve customer experiences
  • De-escalate sensitive situations with professionalism and empathy
  • Handle high-visibility social media/public platform cases with timely resolutions

🎯 Requirements

  • FINRA Series 7 & 63 licenses required
  • 3+ years of customer support in financial services
  • FINRA Series 24 (or 9/10) required within 120 days
  • Strong analytical and investigative skills to resolve complex issues
  • Experience handling highly escalated or sensitive customer situations
  • Strong ownership, judgment, and adaptability to changing priorities
  • Excellent written and verbal communication with customers, executives, and cross-functional partners

🎁 Benefits

  • Challenging, high‑impact work to grow your career
  • Performance‑driven pay with bonuses, equity, 401(k) matching
  • 100% paid health insurance for employees; 90% coverage for dependents
  • Lifestyle wallet for wellness and learning
  • Employer‑paid life, disability, fertility, and mental health benefits
  • Generous time off, holidays, and parental leave
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