Customer Experience Manager, Advanced Services
Core
Lead a specialized customer-facing team handling complex equities and derivatives, driving performance, coaching members, and ensuring regulatory compliance.
Role type
Senior Customer Experience Manager (Advanced Services)
Builds
Customer support operations for complex financial products (Equities, Options, Margin, Futures, Prediction Markets)
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Leadership, FINRA Series 7/63/24/9/10, Options/Margin/Futures/Prediction Markets expertise, Salesforce, Twilio, regulatory compliance, data analytics
Preferred skills
None stated
Technologies
Salesforce, Twilio
Responsibilities
Drive performance and coach team members, resolve escalated complex customer issues, utilize data analytics to identify trends and propose solutions, contribute to internal knowledge bases and training content
Seniority
Manager, hands-on leadership