Customer Experience Representative, Advanced Services

📋 Description

• Support initiatives to improve ASAT and QA with cross-functional teams.
• Identify and analyze customer issues; provide thorough, effective solutions.
• Develop SME in Options and Margin trading to handle queries.
• Use customer insights and data analytics to identify trends and escalate findings.
• Contribute to internal knowledge bases, training content, and onboarding processes.
• This role is based in Chicago, Denver, or Westlake offices with onboarding five days per week.

🎯 Requirements

• 3+ years in financial services; at least 1 year in active trader role or on a trade desk.
• Active Series 7 & 63 licenses.
• Bonus if Series 3 & 4.
• Collaborate with Product, Compliance, and Engineering to enhance functionality and customer satisfaction.
• Proven track record handling escalated customers and de-escalation.
• Familiarity with support platforms and CRM tools (Salesforce).

🎁 Benefits

• Challenging, high-impact work to grow your career.
• Performance-driven pay with multipliers, 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 insurance, fertility benefits, and mental health support.
• Time off including holidays, PTO, sick time, parental leave, and more.