Customer Experience Representative, Concierge

📋 Description

• Provide exceptional support to high-value clients by resolving complex issues.
• Conduct personalized, goal-oriented conversations to support financial journeys.
• Provide clear, compliant guidance across investment products and strategies.
• Serve as a trusted contact for customers navigating multi-leg options, margin, crypto, and futures.
• Proactively engage customers to educate, add value, and address early indicators of problems.
• Share insights from interactions with internal teams to improve products and services.

🎯 Requirements

• 3+ years of experience at a brokerage or licensed financial services.
• FINRA Series 7 and 63 required.
• FINRA Series 3 and Series 66 licenses preferred and must be obtained if not already held.
• Solid proficiency in multi-leg options strategies, margin trading, cryptocurrencies, and futures.
• Excellent verbal and written communication skills.
• Passionate about customer advocacy, financial literacy, and building relationships.
• Experience with CRM tools and feedback systems (e.g., Salesforce, Slack).

🎁 Benefits

• Challenging, high-impact work to grow your career.
• Performance-driven compensation with bonuses, equity, and 401(k) matching.
• Best-in-class benefits including 100% paid health insurance for employees.
• Lifestyle wallet - flexible benefits spending account.
• Employer-paid life & disability insurance, fertility benefits, and mental health benefits.
• Time off to recharge including holidays, paid time off, sick time, parental leave, and more.
• Exceptional office experience with catered meals, events, and comfortable workspaces.