Customer Experience Representative (Fintech)

TL;DR

Customer Experience Representative (Fintech): Delivering an outstanding customer experience for customers through phone, email, and chat channels with an accent on product expertise and empathy to resolve a range of simplistic to complex needs. Focus on developing deep subject mastery of complex financial concepts like equities trading, margin, and options trading, while acting as the voice of the customer to drive continuous improvement.

Location: This role is based in our Chicago, IL, Denver, CO, and Westlake, TX offices, with in-person attendance expected 5 days per week during the onboarding period and at least 3 days per week afterwards.

Salary: $24.70 - $29 USD (hourly)

Company

hirify.global is building the future of finance by democratizing access for all, focusing on the largest transfer of wealth in human history.

What you will do

• Deliver an outstanding customer experience for customers through phone, email, and chat channels.
• Drive continuous improvement by acting as the voice of the customer and identifying better ways to serve them.
• Grow your financial services expertise, developing 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 a fast-paced environment.
• Able to exercise independent thought and judgment, adapt to new tasks, and prioritize in a multi-task environment.
• Schedule flexibility, as initial and/or future shift assignment may include evenings and weekend hours.

Culture & Benefits

• Challenging, high-impact work to grow your career.
• Performance-driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching.
• Best-in-class benefits including 100% paid health insurance for employees (90% for dependents), lifestyle wallet, employer-paid life & disability insurance, fertility benefits, and mental health benefits.
• Time off to recharge including company holidays, paid time off, sick time, and parental leave.
• Exceptional office experience with catered meals, events, and comfortable workspaces.