Customer Experience Representative, Core Services

About This RoleAI processing…

Key Responsibilities

• 1
  Delivering an outstanding customer experience for customers through phone, email, and chat channels
• 2
  Driving continuous improvement to delight customers by acting as the voice of the customer by identifying and communicating better ways to serve our customers
• 3
  Growing your financial services expertise as you develop deep subject mastery of complex financial concepts like equities trading, margin, and options trading

Requirements

• Active FINRA Series 7 and 63 Licenses with an ability to quickly put your brokerage knowledge into action
• Excellent customer service, written and verbal communication skills with a passion to support customers
• Effectiveness and willingness to adapt to CX experience delivery through phone and written channels
• Ability to quickly defuse customer anxiety through exceptional customer service skills
• Self-starter and ambitious learner who is comfortable with ambiguity and fast paced environment
• Able to exercise independent thought and judgment, adapt to new tasks, and the ability to prioritize tasks in a multi-task environment
• Schedule flexibility as we evolve to meet the growing demands of our customers (initial and/or future shift assignment may include evenings and weekend hours)

Perks & Benefits