Customer Experience Representative, Advanced Services

📋 Description

• Support initiatives to improve ASAT and QA metrics.
• Identify and analyze issues, delivering thorough solutions.
• Develop expertise in Options and Margin trading for queries.
• Use customer insights and analytics to identify trends and solutions.
• Contribute to knowledge bases and training for team readiness.
• Address escalated issues with swift resolution and compliance.

🎯 Requirements

• 3+ years in financial services CX; at least 1 year in active trader role.
• Active Series 7 and 63; Series 3 within 90 days.
• Bonus if Series 4.
• Collaborate with Product, Compliance, Engineering.
• Proven de-escalation of escalated customers.
• Familiar with CRM tools (Salesforce) and support platforms.

🎁 Benefits

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