Customer Experience Representative, Core Services

Join us in building the future of finance. Our mission is to democratize finance for all. As a member of this team, you'll be the company's voice and will use exceptional empathy and product expertise to ensure our users feel understood and valued. You will be empowered to help our customers with a range of needs from simplistic to complex by phone, email and chat. This work will range in various topics including equities trading, margin, and options trading-related issues.

Responsibilities

Delivering an outstanding customer experience for customers through phone, email, and chat channels; Driving continuous improvement to delight customers by acting as the voice of the customer by identifying and communicating better ways to serve our customers; 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)

Benefits

Challenging, high-impact work to grow your career; Performance driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching; Best in class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents; Lifestyle wallet - a highly flexible benefits spending account for wellness, learning, and more; Employer-paid life & disability insurance, fertility benefits, and mental health benefits; Time off to recharge including company holidays, paid time off, sick time, parental leave, and more; Exceptional office experience with catered meals, events, and comfortable workspaces