Customer Experience Representative, Core Services
Core
Delivering customer support via phone, email, and chat for a financial services platform, resolving issues related to equities, margin, and options trading.
Role type
Customer Experience Representative (Financial Services)
Builds
Customer support interactions and feedback loops for a trading platform
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
FINRA Series 7 and 63 Licenses, customer service, written and verbal communication, financial concepts mastery (equities, margin, options), adaptability, independent judgment, task prioritization
Preferred skills
ability to defuse customer anxiety, self-starter mindset, comfort with ambiguity
Technologies
phone, email, chat
Responsibilities
Delivering customer experience through phone, email, and chat; acting as the voice of the customer to drive continuous improvement; developing deep subject mastery of complex financial concepts
Seniority
Individual Contributor
