Overnight Customer Experience Representative, Brokerage Services
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