Concierge Agent, 24/7 Coverage

Added
6 days ago
Type
Full time
Salary
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Related skills

financial services salesforce customer service finra series 7
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📋 Description

  • Weekend and overnight coverage as primary contact for customers
  • Support account management, platform navigation, and issue resolution across desktop, web, and
  • Educate customers on platform features and order types (no trading advice)
  • Document interactions in Salesforce

🎯 Requirements

  • 1–3 years customer service experience (financial services a plus, not required)
  • Willing to commit to a Wed–Sat or Thu–Sun weekend/overnight schedule for 2+ years
  • Genuine interest in markets, trading, and derivatives
  • Strong communication skills, calm under pressure, empathetic across channels
  • Proficient with Salesforce, Slack, Teams, Microsoft Office, and Atlassian tools
  • Detail-oriented multitasker with ability to learn proprietary platforms quickly

🎁 Benefits

  • Performance bonuses
  • Stock purchase options
  • 401k plan + medical/dental/vision benefits
  • Continued education support
  • Paid vacation, sick days, and wellness programs
  • Commuter benefits, gym membership reimbursement, and snacks in office
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