Customer Experience Representative, Active Trader

About This Role

Key ResponsibilitiesAI-extracted

• 1
  Support key initiatives aimed at improving customer experience metrics by collaborating with cross-functional teams
• 2
  Identify and analyze customer issues, providing thorough and effective solutions to enhance customer satisfaction
• 3
  Develop subject matter expertise in areas such as options and margin trading to effectively handle and resolve technical customer queries
• 4
  Utilize customer insights and data analytics to identify trends, escalate findings, and propose customer-centric solutions
• 5
  Address escalated customer issues, ensuring swift resolution while balancing business integrity and regulatory compliance

RequirementsAI-extracted

• 1+ years of customer experience within financial services, with interest in working with active traders or on a trade desk
• Active Series 7 & 63 licenses, with Series 3 required in the first 120 days
• Demonstrated ability to collaborate with cross-functional teams to enhance product functionality and customer satisfaction
• Proven track record of effectively handling escalated customers and successfully de-escalating them
• Familiarity with support platforms and CRM tools, such as Salesforce

Perks & BenefitsAI-extracted