Overnight Customer Experience Representative, Concierge
Core
Resolve complex issues for high-value clients and proactively engage them to educate and add value regarding financial products.
Role type
Senior Customer Experience Representative (Concierge)
Builds
Long-lasting relationships with active customers and seamless product experiences
Domain
Financial Services / Brokerage
Deliverable
client delivery
Required skills
Complex issue resolution, Financial product expertise (options, margin, crypto, futures), Empathy, CRM proficiency, Regulatory compliance
Preferred skills
FINRA Series 3 and 66 licenses, Advanced brokerage strategies
Technologies
Salesforce, Slack
Responsibilities
Resolve complex customer issues efficiently, Conduct personalized goal-oriented conversations, Provide compliant guidance on investment products, Share insights from interactions to improve products, Collaborate on outreach strategies
Seniority
Mid-Senior level, specialized domain knowledge
