Customer Experience Representative, Concierge

📋 Description

• Provide exceptional support to high-value clients by resolving complex issues.
• Conduct personalized conversations to understand and support customers' financial journeys.
• Provide clear, compliant guidance across investment products and strategies.
• Be a trusted contact for customers using complex tools like multi-leg options.
• Deliver high customer satisfaction via feedback.
• Share insights from interactions to improve products and services.

🎯 Requirements

• 3+ years of experience at a brokerage or licensed financial services.
• FINRA Series 7 and 63 required.
• Series 3 and Series 66 preferred and must be obtained after starting.
• Proficiency in multi-leg options, margin, cryptocurrencies, and futures.
• Excellent verbal and written communication skills.
• Experience with CRM tools and feedback systems (e.g., Salesforce, Slack).

🎁 Benefits

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