Customer Experience Specialist (Fintech)
Мэтч & Сопровод
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Описание вакансии
TL;DR
Customer Experience Specialist (Fintech): Resolving high-visibility and sensitive customer escalations within the Executive Office with an accent on regulatory inquiries and complex problem-solving. Focus on conducting root cause analysis and collaborating with Legal and Compliance teams to protect the brand.
Location: 100% in-office attendance required in Denver, CO or Westlake, TX
Salary: $34 - $40 per hour
Company
is a financial services platform on a mission to democratize finance for all.
What you will do
- Resolve complex customer escalations originating from leadership, regulatory bodies, or high-profile customers.
- Partner with Compliance, Legal, and senior leadership to provide risk assessments and resolution outcomes.
- Conduct root cause analysis to identify drivers of poor customer experiences and recommend improvements.
- Manage and resolve high-visibility cases from social media and public platforms to protect the brand.
- De-escalate sensitive situations while maintaining professionalism and empathy.
Requirements
- FINRA Series 7 and 63 licenses required.
- 2+ years of customer support or service experience in financial services.
- Strong analytical and investigative skills to resolve complex issues independently.
- Exceptional written and verbal communication skills for engaging with executives and partners.
Nice to have
- FINRA Series 24 (or 9/10) and Series 66 licenses.
Culture & Benefits
- Performance-driven compensation with bonus programs and equity ownership.
- 401(k) matching and 100% paid health insurance for employees.
- Flexible "lifestyle wallet" for wellness and learning.
- Comprehensive leave policy including company holidays, PTO, and parental leave.
- Exceptional office experience with catered meals and events.
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