Customer Experience Associate, Pathway

About This RoleAI processing…

Key Responsibilities

• 1
  Participate in the CXR Pathway Program, including:
• 2
  Introduction to licensing with paid study time
• 3
  Foundational training and proficiency
• 4
  Completion of licensing
• 5
  Registered Representative training and proficiency
• 6
  Delivering an outstanding customer experience through chat, email, and phone
• 7
  Acting as the voice of the customer by identifying and sharing feedback for service improvements
• 8
  Growing financial services expertise and developing proficiency in a range of financial concepts

Requirements

• Self-starter and ambitious learner comfortable in a fast-paced, evolving support environment
• Ability to embrace skill development through coaching, feedback, and goal setting
• Bachelor’s degree or relevant experience in financial services preferred
• Commitment and resilience to achieve licensing and Registered Representative proficiency over 26 weeks
• Strong independent judgment, adaptability, and ability to prioritize in a multi-task environment
• Excellent verbal and written communication skills with a passion for customer support
• Comfort providing support across channels including phone and written formats
• Ability to defuse customer anxiety and deliver outstanding service
• Willingness to work flexible schedules, including evenings and weekends, as needed
• Existing FINRA SIE license preferred
• Prior experience in customer support preferred

Perks & Benefits