Customer Experience Associate, Pathways - New Graduates

About This RoleAI processing…

Key Responsibilities

• 1
  CXR Pathway Program Outline:
• 2
  Introduction to Licensing (with paid study time)
• 3
  Foundational Training & Proficiency
• 4
  Completion of Licensing
• 5
  Registered Representative Training & Proficiency
• 6
  Team Alignment & Production, which will include the following:
• 7
  Delivering an outstanding customer experience for customers through chat, email, and phone channels
• 8
  Driving continuous improvement to delight customers by acting as the voice of the customer by identifying and communicating improved ways to serve our customers
• 9
  Growing your financial services expertise as you develop proficiency in a range financial concepts

Requirements

• Self-starter and ambitious learner who is comfortable with a fast-paced, evolving customer support landscape and embraces skill development through coaching, feedback, and goal setting
• 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 and Registered Representative proficiency
• Able to exercise independent thought and judgment, adapt to new tasks, and able to prioritize tasks in a multi-task environment
• Excellent written and verbal communication skills with a passion to support customers through various channels
• Effectiveness and willingness to adapt to customer experience delivery through phone and written channels
• Ability to quickly defuse customer anxiety through exceptional customer service skills
• Schedule flexibility as we evolve to meet the growing demands of our customers (future shift assignment may include evenings and weekend hours)
• Existing FINRA SIE license is preferred
• Experience working in a customer support environment is preferred

Perks & Benefits