Customer Experience Representative, Core Services

📋 Description

• Deliver exceptional customer experience via phone, email, and chat.
• Drive continuous improvement by voicing customer needs to improve service.
• Develop deep expertise in equities, margin, and options trading.

🎯 Requirements

• Active FINRA Series 7 and 63 licenses.
• Excellent customer service with strong written and verbal communication.
• Adaptability to CX delivery via phone and written channels.
• Skilled at defusing customer anxiety with strong service skills.
• Self-starter, eager to learn, comfortable with ambiguity.
• Ability to prioritize tasks in a fast-paced, multi-task environment.
• Flexible schedule with potential evenings and weekends.

🎁 Benefits

• Challenging, high-impact work to grow your career.
• Performance-based pay with bonuses, equity, and 401(k) matching.
• Health benefits: 100% paid for employees, 90% for dependents.
• Lifestyle wallet for wellness and learning.
• Employer-paid life and disability insurance, fertility and mental health.
• Time off including holidays, PTO, sick time, parental leave, and more.