Customer Experience Representative, Concierge

📋 Description

• Provide exceptional support to high-value clients by resolving complex issues with empathy.
• Conduct personalized, goal-oriented conversations to understand customers' financial journeys.
• Provide clear, compliant guidance across investment products and strategies.
• Serve as a trusted contact for complex tools like multi-leg options, margin, crypto, and futures.
• Deliver high customer satisfaction, measured through feedback.
• Share insights from customer interactions to improve products and services.

🎯 Requirements

• 3+ years of experience at a brokerage or licensed financial services environment.
• FINRA Series 7 and 63 required.
• Proficiency in multi-leg options strategies, margin, cryptocurrencies, and futures.
• Excellent verbal and written communication skills.
• Experience with CRM tools (e.g., Salesforce, Slack).
• Adaptable and self-motivated in a fast-paced, evolving environment.

🎁 Benefits

• Challenging, high-impact work to grow your career.
• Performance-driven compensation with bonuses, equity, and 401(k) matching.
• 100% paid health insurance for employees; 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, paid time off, sick time, parental leave, and more.