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
Empowered to help customers with a range of needs from simplistic to complex by phone, email and chat
Help the company learn from each interaction to improve the customer experience and product
Work varied shifts (examples provided) to meet customer needs
In-person onboarding followed by regular in-office collaboration and team interaction
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)
In-person attendance expected 5 days per week during onboarding and at least 3 days per week afterwards
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
This role is also eligible for bonus opportunities + benefits
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
FINRA Series 7 LicenseFINRA Series 63 Licenseequities tradingmargin tradingoptions trading