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6 hours ago
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team management customer experience leadership finra series 7 finra series 63📋 Description
- Lead 12-15 licensed Concierge Desk team members to deliver results
- Develop agents in value-added conversations and proactive outreach
- Coach and mentor team to achieve asset growth and high quality standards
- Provide service in a live-support, proactive outreach environment
- Collaborate with Middle-Office, Back-Office, Risk, and Compliance
- Document patterns of customer inquiries for root-cause fixes with engineering
🎯 Requirements
- FINRA Series 7, 63 and 24 or 9/10 Licenses
- Bachelor’s Degree from an accredited institution
- 4+ years in customer-facing operations
- 4+ years managing customer-facing teams
- Strong management toolkit with a track record
- Experience in a high-paced proactive environment
🎁 Benefits
- Challenging, high-impact work to grow your career
- Performance-based compensation with equity and 401(k) matching
- 100% paid health insurance for employees
- Lifestyle wallet for wellness and learning
- Employer-paid life and disability insurance, fertility and mental health benefits
- Generous time off including holidays and PTO
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