Customer Experience Representative, Core Services

About This Role

Key ResponsibilitiesAI-extracted

• 1
  Delivering an outstanding customer experience for customers through phone, email, and chat channels
• 2
  Driving continuous improvement to delight customers by identifying and communicating better ways to serve customers
• 3
  Growing financial services expertise by developing deep subject mastery of complex financial concepts like equities trading, margin, and options trading
• 4
  Resolving customer inquiries and issues in a timely and professional manner
• 5
  Typically: Collaborating with internal teams to resolve customer complaints and improve overall customer experience

RequirementsAI-extracted

• Active FINRA Series 7 and 63 Licenses
• Excellent customer service, written and verbal communication skills
• 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
• Typically: Ability to work in a team environment and adapt to changing priorities and deadlines

Perks & BenefitsAI-extracted