Concierge, Customer Success & Onboarding

Coinbase; Charlotte (NC); On-site; USD 45,472 - 64,763; Full time

Benefits offered by this job

Medical, dental, vision benefits

401(k) plan

Equity eligibility

Job summary

A leading cryptocurrency platform is looking for a Concierge for their Customer Success Team in Charlotte. The role involves serving high-value customers, ensuring they have a world-class experience, and resolving any issues related to their accounts. Candidates should have relevant customer service experience and hold FINRA Licenses. This is a full-time, in-office position requiring flexibility in hours.

Qualifications

• Minimum of 2+ years of relevant experience in a financial services customer service role.
• Advanced knowledge of the financial services industry and securities trading.
• Flexible and adaptable to the needs of a high-growth organization.

Responsibilities

• Serve as the primary touchpoint for selected high-value customers.
• Provide effective stakeholder management and issue resolution.
• Onboard customers to Coinbase and help them use their accounts.

Skills

FINRA License series 7 & 63

Strong communication skills

Relationship management skills

Tools

JIRA

Salesforce Service Cloud

Google apps

Amazon Connect

Job description

A leading cryptocurrency platform is looking for a Concierge for their Customer Success Team in Charlotte. The role involves serving high-value customers, ensuring they have a world-class experience, and resolving any issues related to their accounts. Candidates should have relevant customer service experience and hold FINRA Licenses. This is a full-time, in-office position requiring flexibility in hours.