Customer Experience Representative, Concierge

• Provide exceptional support to high-value clients by resolving complex issues efficiently
• Conduct personalized, goal-oriented conversations with customers to understand and support their financial journeys
• Provide clear, compliant, and confident guidance across a range of investment products and strategies
• Serve as a trusted point of contact for customers navigating complex financial tools including multi-leg options, margin, crypto, and futures
• Consistently deliver high customer satisfaction
• Share insights and themes from customer interactions with internal teams to improve products and services
• Collaborate with peers to optimize outreach strategies and support workflows
• Provide customer support for Event Contracts upon obtaining Series 3 licensure

• 3+ years of experience at a brokerage or within a licensed financial services environment
• FINRA Series 7 and 63 required
• FINRA Series 3 and Series 66 licenses are preferred and must be obtained within a certain amount of days of employment if not already held
• Solid proficiency in multi-leg options strategies, margin trading, cryptocurrencies, and futures
• Excellent verbal and written communication skills
• Passionate about customer advocacy, financial literacy, and building long-term relationships
• Adaptable and self-motivated in a fast-paced, constantly evolving environment
• Experience with CRM tools and feedback systems (e.g., Salesforce, Slack)

FINRA Series 3 and Series 66 licenses

• Performance driven compensation with multipliers for outsized impact
• bonus programs
• equity ownership
• 401(k) matching
• 100% paid health insurance for employees with 90% coverage for dependents
• Lifestyle wallet - a highly flexible benefits spending account for wellness, learning, and more
• Employer-paid life & disability insurance
• fertility benefits
• mental health benefits
• Time off to recharge including company holidays, paid time off, sick time, parental leave, and more
• Exceptional office experience with catered meals, events, and comfortable workspaces