Related skills
customer service coaching leadership finra series 7 finra series 63📋 Description
- Lead a team of customer experience reps delivering direct customer support
- Coach and provide feedback to improve performance and outcomes
- Escalate and resolve complex customer issues with urgency
- Manage daily operations: queues, staffing, SLA adherence
- Monitor metrics and drive continuous improvement with leadership
- Collaborate with QA, ops and compliance to maintain quality and compliance
🎯 Requirements
- Active FINRA Series 7 and 63; 9/10 preferred or obtainable in 120 days
- Strong coaching and leadership skills for developing frontline talent
- Excellent written and verbal communication
- Able to operate in a fast-paced, high-volume environment with competing priorities
- Strong analytical and problem-solving skills with attention to detail
- Scheduling flexibility to support business needs
🎁 Benefits
- Challenging, high-impact work to grow your career
- Performance-based compensation with multipliers, bonuses, equity, and 401(k) matching
- Best-in-class benefits including 100% paid health insurance for employees
- Wellness wallet — flexible benefits spending account
- Employer-paid life & disability insurance, fertility benefits, and mental health benefits
- Time off including holidays, PTO, sick time, parental leave and more
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