Customer Experience Representative, Trump Accounts

About This RoleAI processing…

Key Responsibilities

• 1
  Deliver an outstanding customer experience for Trump Accounts customers through phone, email, and chat channels
• 2
  Drive continuous improvement by surfacing patterns and friction points unique to a new, high-visibility platform still being refined post-launch
• 3
  Grow your financial services expertise as you develop deep subject mastery of the product offering: eligibility, contributions, and custodial account mechanics, alongside complex financial concepts like equities trading, margin, and options trading
• 4
  Aggregate feedback from Customer Experience agent interactions to highlight recurring process pain points and product gaps to leadership
• 5
  Maintain flexible availability to ensure consistent internal support coverage for customers during evenings, weekends, and special events

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
• Comfort operating in a high-visibility, high-scrutiny support environment tied to a national program
• 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 a fast-paced environment
• Able to exercise independent thought and judgment, adapt to new tasks, and prioritize tasks in a multi-task environment
• Schedule flexibility as we evolve to meet the growing demands of our customers
• This position is restricted to US citizens or lawful permanent residents due to legal requirements.

Perks & Benefits