Customer Experience Representative, Advanced Services

📋 Description

• Improve customer experience metrics (ASAT, QA) by collaborating with cross-functional teams.
• Identify and analyze customer issues; provide effective solutions to boost satisfaction.
• Develop subject matter expertise in Options and Margin trading to handle technical queries.
• Use customer insights and data analytics to identify trends and propose customer-centric solutions.
• Contribute to internal knowledge bases, training content, and onboarding processes.
• Address escalated issues with swift resolution while balancing compliance.

🎯 Requirements

• 3+ years of customer experience in financial services, incl. 1 year in active trader role.
• Active Series 7 & 63.
• Series 3 & 4 a bonus.
• Collaborate with Product, Compliance, and Engineering to improve product and customer satisfaction.
• Proven ability to de-escalate escalated customers.
• Familiarity with support platforms and CRM tools (e.g., Salesforce).

🎁 Benefits

• Challenging, high-impact work to grow your career.
• 100% paid health insurance for employees and 90% coverage for dependents.
• Lifestyle wallet for wellness, learning, and more.
• Employer-paid life and disability insurance, fertility benefits, and mental health benefits.
• Time off to recharge including holidays, PTO, sick time, parental leave, and more.
• Exceptional office experience with catered meals, events, and comfortable workspaces.