CareerPlan

Overnight Customer Experience Representative, Brokerage Services

Chicago, ILFull-time2026-10-09 → 2026-11-10
Hybrid

Core

Overnight customer support representative handling complex brokerage inquiries via phone, email, and chat.

Role type

Customer Experience Representative (Brokerage Services)

Builds

Customer support interactions for equities, margin, and options trading

Domain

Financial Services / Brokerage

Deliverable

client delivery

Required skills

FINRA Series 7 and 63 Licenses, customer service, financial product knowledge (equities, margin, options), written and verbal communication, conflict de-escalation

Preferred skills

adaptability, independent judgment, schedule flexibility

Technologies

Phone, email, chat support channels

Responsibilities

Deliver customer experience via phone, email, and chat; resolve complex trading issues; act as voice of the customer to drive product improvement

Seniority

Individual Contributor