Customer Experience Representative

Provide exceptional support to high-value clients by resolving complex issues with empathy. Conduct personalized, goal-oriented conversations to understand customers' financial journeys. Serve as a trusted contact for complex tools like multi-leg options, margin, crypto, and futures.

Key Responsibilities

• Resolve complex client issues with empathy
• Conduct personalized conversations with clients
• Provide guidance on investment products and strategies
• Serve as a trusted contact for complex tools
• Deliver high customer satisfaction

Required Skills & Qualifications

• 3+ years of experience at a brokerage or licensed financial services environment
• FINRA Series 7 and 63 required
• Proficiency in multi-leg options strategies, margin, cryptocurrencies, and futures
• Excellent verbal and written communication skills
• Experience with CRM tools (e.g., Salesforce, Slack)