Customer Experience Representative, Core Services
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The role
Deliver outstanding customer support across phone, email, and chat channels for a range of financial services topics.
Serve as the voice of the customer, identifying improvement opportunities to make the user experience increasingly seamless.
Develop subject mastery in equities trading, margin, and options trading concepts to support complex questions.
Defuse customer anxiety with empathy, clear communication, and effective problem-solving in a fast-paced setting.
Leverage feedback to drive continuous improvement and collaborate cross-functionally to implement learnings.
Active FINRA Series 7 and 63 licenses are required, and the role supports flexible scheduling with onboarding on-site and evolving shifts.
Serve as the voice of the customer, identifying improvement opportunities to make the user experience increasingly seamless.
Develop subject mastery in equities trading, margin, and options trading concepts to support complex questions.
Defuse customer anxiety with empathy, clear communication, and effective problem-solving in a fast-paced setting.
Leverage feedback to drive continuous improvement and collaborate cross-functionally to implement learnings.
Active FINRA Series 7 and 63 licenses are required, and the role supports flexible scheduling with onboarding on-site and evolving shifts.
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