Customer Experience Representative, Concierge

📋 Description

• Support high-value clients by resolving complex issues empathetically.
• Conduct personalized conversations to understand customers' financial journeys.
• Provide clear, compliant guidance on investment products and strategies.
• Navigate tools like multi-leg options, margin, crypto, and futures.
• Deliver high customer satisfaction measured via feedback.
• Share insights from interactions to improve products and services.

🎯 Requirements

• 3+ years in brokerage or licensed financial services.
• FINRA Series 7 and 63 required.
• FINRA Series 3 and 66 preferred; must be obtained within days of employment.
• Proficiency in multi-leg options, margin, crypto, and futures.
• Excellent verbal and written communication skills.
• CRM tools experience (Salesforce, Slack).

🎁 Benefits

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