Customer Experience Representative, Core Services - Remote

Overview

Join a leading fintech company that’s democratizing finance for all.

In Short

• Deliver outstanding customer experience through phone, email, and chat.
• Act as the voice of the customer for continuous improvement.
• Develop expertise in complex financial concepts.
• Flexible scheduling options available.
• Support customers with a range of financial inquiries.
• Utilize empathy and product knowledge.
• Work in a collaborative team environment.
• Adapt to a fast-paced and evolving work environment.
• Participate in a bonus plan.
• Contribute to a mission-driven company culture.

Requirements

• Active FINRA Series 7 and 63 Licenses.
• 1+ year experience in financial services.
• Excellent written and verbal communication skills.
• Ability to defuse customer anxiety.
• Self-starter with a willingness to learn.
• Independent thought and judgment skills.
• Schedule flexibility for evolving customer demands.
• Able to prioritize tasks in a multi-task environment.

Benefits

• Market competitive compensation.
• 100% paid health insurance for employees.
• Annual lifestyle wallet for personal wellness.
• Lifetime maximum benefit for family forming and fertility.
• Mental health support for employees and dependents.
• Generous time away including holidays and parental leave.
• Lively office environment with catered meals.