Delivering an outstanding customer experience for customers through phone, email, and chat channels
Driving continuous improvement to delight customers by acting as the voice of the customer by identifying and communicating better ways to serve our customers
Growing your financial services expertise as you develop deep subject mastery of complex financial concepts like equities trading, margin, and options trading
What you bring
Active FINRA Series 7 and 63 Licenses with an ability to quickly put your brokerage knowledge into action
Excellent customer service, written and verbal communication skills with a passion to support customers
Effectiveness and willingness to adapt to CX experience delivery through phone and written channels
Ability to quickly defuse customer anxiety through exceptional customer service skills
Self-starter and ambitious learner who is comfortable with ambiguity and fast paced environment
Able to exercise independent thought and judgment, adapt to new tasks, and the ability to prioritize tasks in a multi-task environment
Schedule flexibility as we evolve to meet the growing demands of our customers (initial and/or future shift assignment may include evenings and weekend hours)
