Customer Experience Associate, Pathway
Core
A paid training program launching careers in financial services by training candidates to become Registered Representatives while supporting customers via chat, email, and phone.
Role type
Customer Experience Associate (Pathway Program)
Builds
Customer support operations and future Registered Representative workforce
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
customer service, chat/email/phone support, financial concepts, independent thought, task prioritization, written/verbal communication
Preferred skills
FINRA SIE license, customer support experience, Bachelor's degree
Technologies
chat, email, phone
Responsibilities
Deliver customer experience across chat, email, and phone channels; act as voice of the customer to drive continuous improvement; develop proficiency in financial concepts
Seniority
Entry-level, early talent