Customer Experience Representative, Core Services (Fintech)

TL;DR

Customer Experience Representative (Fintech): Delivering outstanding customer experience through phone, email, and chat channels with an accent on financial services expertise and complex financial concepts. Focus on continuous improvement by acting as the voice of the customer and driving better ways to serve customers.

Location: Based in Chicago, IL, Denver, CO, and Westlake, TX offices, with in-person attendance expected 5 days per week during the 10-week onboarding period. After onboarding, in-person attendance is expected 3 days every other week.

Salary: $23.80 - $29 USD per hour

Company

hirify.global's mission is to democratize finance for all.

What you will do

• 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 with an ability to quickly put your brokerage knowledge into action
• 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
• 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)

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 to fuel your work, including 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!