Customer Experience Representative, Core Services

📋 Description

• Deliver outstanding customer experience via phone, email, and chat channels
• Act as the voice of the customer, driving improvements to better serve users
• Grow expertise in equities trading, margin, and options
• Be the company's empathetic advocate to help users feel understood and valued
• Work on a range of topics and learn from customer interactions
• Enjoy schedules designed to meet customer and employee needs

🎯 Requirements

• Active FINRA Series 7 and 63 licenses
• Excellent customer service and communication
• Adaptability to CX delivery via phone and written channels
• Ability to defuse customer anxiety with strong service skills
• Self-starter comfortable with ambiguity and fast-paced environment
• Schedule flexibility including evenings and weekends

🎁 Benefits

• Challenging high-impact work to grow your career
• Performance-based compensation with bonuses, equity, and 401(k) matching
• 100% paid health insurance for employees (90% coverage for dependents)
• Lifestyle wallet for wellness and learning
• Life, disability, fertility, and mental health benefits
• Generous time off and holidays