Customer Experience Associate, Pathway

📋 Description

• Delivering an outstanding customer experience for customers through chat, email, and phone channels
• Driving continuous improvement to delight customers by acting as the voice of the customer by
• Growing your financial services expertise as you develop proficiency in a range of financial
• Completing the CXR Pathway Program including introduction to licensing, foundational training

🎯 Requirements

• Self-starter and ambitious learner who is comfortable with a fast-paced, evolving customer support
• Bachelor's degree or experience working in the financial services industry is preferred
• Ready to demonstrate commitment and resilience over 26 weeks to achieve both licensing completion
• Able to exercise independent thought and judgment, adapt to new tasks, and able to prioritize tasks
• Excellent written and verbal communication skills with a passion to support customers through
• Effectiveness and willingness to adapt to customer experience delivery through phone and written

🎁 Benefits

• Challenging, high-impact work to grow your career
• Performance driven compensation with multipliers for outsized impact, bonus programs, equity
• Best in class benefits to fuel your work, including 100% paid health insurance for employees with
• Lifestyle wallet - a highly flexible benefits spending account for wellness, learning, and more
• Employer-paid life & disability insurance, fertility benefits, and mental health benefits
• Time off to recharge including company holidays, paid time off, sick time, parental leave, and more