Customer Experience Representative, Core Services

📋 Description

• Deliver outstanding customer experience via phone, email, and chat.
• Act as the voice of the customer to identify better ways to serve.
• Build expertise in equities, margin, and options trading.
• Based in Chicago, Denver, or Westlake with onboarding 5 days in-person.
• Empathy and product knowledge to help users feel understood.

🎯 Requirements

• Active FINRA Series 7 license and Series 63
• Excellent customer service and communication skills
• Ability to adapt CX delivery via phone and written channels
• Defuse customer anxiety with strong service skills
• Self-starter, ambitious learner, and comfortable with ambiguity
• Prioritize tasks in a fast-paced environment; flexible schedule

🎁 Benefits

• Challenging, high-impact work to grow your career
• Performance-driven compensation with bonuses, equity, and 401(k)
• 100% paid health insurance for employees
• Lifestyle wallet for wellness and learning
• Life and disability insurance, fertility benefits, mental health benefits
• Time off to recharge including holidays, PTO, sick time, parental leave