Related skills
customer support analytical skills finra series 7 finra series 63 regulatory compliance📋 Description
- Resolve customer escalations across support channels
- Investigate and resolve complex issues including leadership, regulatory cases
- Partner with Compliance, Legal, and leadership for case summaries and risk assessments
- Conduct root cause analysis to identify drivers of poor experiences
- De-escalate sensitive situations with professionalism and empathy
- Manage high-visibility cases from social media with timely resolutions
🎯 Requirements
- FINRA Series 7 and 63 licenses required
- 2+ years of customer support or service experience in financial services
- FINRA Series 24 (or 9/10) required or obtained within 120 days of hire
- Strong analytical and investigative skills with ability to resolve complex issues independently
- Experience managing highly escalated or sensitive customer situations
- Strong ownership, judgment, and ability to adapt to changing priorities
- Exceptional written and verbal communication with customers, executives
🎁 Benefits
- Challenging, high-impact work to grow your career
- Performance-based pay, equity, and 401(k) matching
- Health insurance for employees and dependents
- Lifestyle wallet for wellness and learning
- Life and disability insurance, fertility benefits, mental health support
- Time off to recharge, holidays, and more
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