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Join us in building the future of finance. Our mission is to democratize finance for all. As a member of this team, you'll be the company's voice and will use exceptional empathy and product expertise to ensure our users feel understood and valued. You will be empowered to help our customers with a range of needs from simplistic to complex by phone, email and chat. This work will range in various topics including equities trading, margin, and options trading-related issues. Your job is not only to help our customers, but to help us learn as a company from each interaction, so that we can make our customers' experience using our products as seamless as possible.
Job Responsibility:
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
Requirements:
Active FINRA Series 7 and 63 Licenses
Excellent customer service, written and verbal communication skills
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)
What we offer:
Performance driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 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, and 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
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