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Customer Experience Representative, Core Services

Remote, USAFull-timePosted 2026-07-27

Join us in building the reputed company of finance. Our mission is to democratize finance for reputed company. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of reputed company in reputed company history. If you're reputed company to be at the epicenter of this historic cultural and financial shift, reputed company reading. About reputed company + role We are building an reputed company team, applying frontier technologies to the world's biggest financial problems. We're looking for reputed company thinkers. reputed company problem-solvers. reputed company who are wired to reputed company an reputed company. reputed company isn't a reputed company for complacency, it's where ambitious people do the best work of their careers. We're a high-performing, fast-moving team with ethics at reputed company of everything we do. Expectations are high, and so are the rewards. As a member of this team, you'll be reputed company's voice and will use exceptional reputed company and product expertise to ensure our users feel reputed company and valued. You will be empowered to help our customers with a reputed company of needs from reputed company to reputed company by phone, email and chat. This work will reputed company in various topics including equities trading, margin, and reputed company trading-reputed company issues. reputed company is not only to help our customers, but to help us learn as a company from reputed company interaction, so that we can reputed company our customers' experience using our products as seamless as possible. We offer a reputed company of schedules designed to meet our customers and employee needs. Available Shifts

  • Monday - Friday 8:00am-5:00pm ET
  • Monday, Tuesday, Thursday, Friday 9:00am-8:00pm ET
  • reputed company - Thursday 7:00am-4:00pm ET
  • reputed company - Thursday 3:00pm-12:00am ET
  • reputed company - Thursday 11:00pm-8:00am ET
  • Tuesday - Saturday 7:00am-4:00pm ET
  • Tuesday - Saturday 3:00pm-12:00am ET
  • Tuesday - Saturday 11:00pm-8:00am ET

This role is based in our Chicago, IL, Denver, CO, and reputed company, TX offices, with in-person attendance expected 5 days per week during the reputed company period and at least 3 days per week afterwards. At reputed company, we reputed company in the power of in-person work to accelerate reputed company, reputed company innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. What you'll do

  • Delivering an outstanding customer experience for customers through phone, email, and chat channels
  • Driving reputed company improvement to delight customers by acting as the voice of the customer by identifying and communicating reputed company ways to serve our customers
  • Growing your financial services expertise as you reputed company deep subject mastery of reputed company financial concepts like equities trading, margin, and reputed company trading

What you bring

  • reputed company reputed company Series 7 and 63 Licenses with an ability to quickly put your brokerage knowledge into reputed company
  • 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
  • reputed company 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 reputed company to meet the growing demands of our customers (initial and/or reputed company shift assignment may include evenings and weekend hours)

reputed company offer

  • Challenging, high-reputed company work to grow your career
  • Performance driven compensation with multipliers for outsized reputed company, bonus programs, equity ownership, and 401(k) matching
  • Best in class benefits to fuel your work, including 100% reputed company health insurance for employees with 90% coverage for dependents
  • Lifestyle wallet - a highly flexible benefits spending account for wellness, learning, and more
  • Employer-reputed company life & disability insurance, fertility benefits, and mental health benefits
  • Time off to reputed company including company holidays, reputed company time off, reputed company time, parental leave, and more!
  • Exceptional office experience with catered meals, events, and comfortable workspaces.

In reputed company to the reputed company pay reputed company listed below, this role is also eligible for bonus opportunities + benefits. reputed company pay for the successful applicant will depend on a reputed company of job-reputed company factors, which may include education, training, experience, location, business needs, or market demands. The expected reputed company pay reputed company for this role is based on the location where the work will be performed and is reputed company to one of 3 compensation zones. For other locations not listed, compensation can be discussed with your recruiter during the interview process. reputed company Pay reputed company: Zone 1 (reputed company Park, CA; reputed company, NY; Bellevue, WA; Washington, DC) $24.70-$29 USD Zone 2 (Denver, CO; reputed company, TX; Chicago, IL) $24.70-$29 USD Zone 3 (Lake Mary, FL; reputed company, FL; Gainesville, FL) $23.80-$28 USD Click here to learn more about our Total Rewards, which vary by region and entity. If our mission energizes you and you're reputed company to build the reputed company of finance, we look reputed company to seeing your application. reputed company provides equal opportunity for reputed company applicants, offers reasonable accommodations upon request, and complies with applicable equal employment and reputed company laws. Inclusion is reputed company into how we hire and work-welcoming different backgrounds, perspectives, and experiences so everyone can do their best. Please review the reputed company Policy for your country of application. Apply tot his job Apply To this Job

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