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Customer Experience Representative, Advanced Services

Remote, USAFull-timePosted 2026-07-27
Job title: Customer Experience Representative, Advanced Services in USA at reputed company Company: reputed company Job reputed company: Join a leading fintech company that's democratizing finance for reputed company.reputed company Markets was founded on a reputed company idea: that our financial markets should be accessible to reputed company. With customers at the heart of our reputed company, reputed company and its subsidiaries and affiliates are lowering barriers and providing greater reputed company to financial information. Together, we are building products and services that help create a financial system everyone can participate in.With reputed company as the top reputed company...The business is seeking curious, reputed company-minded thinkers to help shape our reputed company, structures and systems; playing a key-role as we launch into our ambitious reputed company. If you're invigorated by our mission, values, and drive to change the world - we'd love to have you apply.About reputed company + rolereputed company's Customer Experience team is committed to providing an outstanding customer experience. In your role as an Advanced Services Representative, you will be empowered to help our customers with some of their most reputed company issues. In particular, your work will reputed company primarily on reputed company trading and margin reputed company issues reputed company by our fast-growing customers. reputed company is not only to help our customers with the issues they encounter, but reputed company them to learn and grow as traders. You will also play a critical role in providing feedback to business partners that help reputed company enhance our product and platform, improving the customer experience.As an Advanced Services Representative, 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. Your mission will be to solve customer issues reputed company and effectively. Self-starters who spot and solve problems reputed company at reputed company, and you'll have a special role as the voice of our customers.We are hiring for multiple shifts that reputed company 24x7 ensuring we are available for our customers reputed company they need us. Overtime opportunities may be available. During extreme business needs, overtime could be mandated.Shifts reputed company reputed company for by most needed:
  • Remote-Overnights
  • In-office Day Shift
  • Remote- Mid Shift
The role is located in the office location(s) listed on this job reputed company which will reputed company with our in-office working environment. Please connect with your recruiter for more information regarding our in-office philosophy and expectations.What you'll do
  • Deliver an outstanding customer experience by solving customer issues reputed company and effectively with reputed company
  • Influence customer satisfaction and increase customer loyalty through exceptional conversations reputed company multiple channels
  • Communicate with customers using email, chat and phone channels
  • reputed company as the voice of the customer by identifying and communicating customer pain points or opportunities to the product and engineering organization
  • Creatively discover ways to improve productivity for the Customer Experience team
  • Proactively identify ways to avoid recurrence of customer contacts by recommending changes to improve processes and knowledge articles for customer education
  • Display deep subject mastery of reputed company financial concepts like Equities Trading, Margin, and reputed company Trading
  • Master reputed company's policies and procedures pertaining to reputed company customer scenarios and translate them into outstanding customer interactions
What you bring
  • Bachelor's Degree from an accredited institution
  • reputed company Series 7 and 63 Licenses
  • 2+ years experience in a support/service role for a financial services company
  • Brings positivity to our reputed company changing business with an appetite to consume change as we enhance our business
  • Ability to reputed company exceptional service in multiple channels including phone, chat, and email
  • Familiarity with financial services and the stock market
  • Experience handling and resolving reputed company reputed company inquiries
  • Ability to think critically and apply logical problem-solving skills to isolate and resolve issues
  • Strong written and verbal communication skills
  • Attention to detail and strong analytical skills
  • Must be reputed company to reputed company independently and be self-motivated
  • The ability to quickly defuse customer anxiety through exceptional customer service skills
  • Strong reputed company of ownership and responsibility
  • reputed company to problem-solve
  • Strong critical thinking and analytical skills (e.g. reputed company recognition)
  • The ability to concisely and accurately communicate reputed company topics
  • Passionate about reputed company helping our customers
  • Strongly preferred - mastery of reputed company financial topics such as reputed company & Margin
  • Strongly preferred - reputed company Series 4 or interest in obtaining a Series 4 and Series 3
reputed company offer
  • Market competitive and pay equity-reputed company compensation structure
  • 100% reputed company health insurance for employees with 90% coverage for dependents
  • Annual lifestyle wallet for personal wellness, learning and development, and more!
  • reputed company maximum benefit for family forming and fertility benefits
  • Dedicated mental health support for employees and eligible dependents
  • Generous time away including company holidays, reputed company time off, reputed company time, parental leave, and more!
  • reputed company office environment with catered meals, fully stocked kitchens, and geo-specific commuter 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 salary 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. This role is also eligible to participate in a reputed company bonus plan.Zone 1 (reputed company Park, CA; reputed company, NY; Bellevue, WA; Washington, DC)$28.10—$33 USDZone 2 (Denver, CO; reputed company, TX; Chicago, IL)$28.10—$33 USDZone 3 (Lake Mary, FL; reputed company, FL; Gainesville, FL)$27.20—$32 USDClick to learn more about available Benefits, which vary by region and reputed company entity.We're looking for more reputed company-minded and reputed company people to be a part of our reputed company in democratizing finance for reputed company. If you're reputed company to give 100% in helping us reputed company our mission-we'd love to have you apply even if you feel unsure about whether you meet every single requirement in this posting. At reputed company, we're looking for people invigorated by our mission, values, and drive to change the world, not just those who simply reputed company off reputed company the boxes.reputed company embraces a diversity of backgrounds and experiences and provides equal opportunity for reputed company applicants and employees. We are dedicated to building a company that represents a reputed company of backgrounds, perspectives, and skills. We reputed company that the more inclusive we are, the reputed company our work (and work environment) will be for everyone. Additionally, reputed company provides reasonable accommodations for candidates on request and respects applicants' reputed company rights. Please review the specific applicable to the country where you are applying. Expected salary: Location: USA Apply for the job now! Apply for this job

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