Customer Experience Representative, Core Services

📋 Description

• Deliver outstanding experience via phone, email, and chat
• Voice customer needs to drive service improvements
• Grow expertise in equities trading, margin, and options
• Learn from interactions to improve product usability
• Join a high-performing, fast-paced team

🎯 Requirements

• Active FINRA Series 7 and 63 licenses
• Excellent customer service and communication
• Adaptable to CX via phone and written channels
• Defuse anxiety with strong service skills
• Self-starter, adaptable to ambiguity in fast pace
• Independent thinker; multitask and prioritize
• Flexible schedule; evenings/weekends as needed

🎁 Benefits

• Challenging, high-impact work to grow your career
• Performance-based pay, bonuses, equity, 401(k)
• 100% paid health insurance for employees
• Lifestyle wallet for wellness and learning
• Employer-paid life, disability, fertility, mental health
• Generous time off, holidays, PTO