Customer Experience Representative, Concierge

United States Digital Space LLC; Chicago, Town of Texas (IL, WI); On-site; USD 34,000 - 55,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Equity ownership

Flexible spending account (Lifestyle钱包

Life & disability insurance

Parental leave

Paid time off

Catered meals / events

Job summary

United States Digital Space LLC is seeking a Concierge Desk Representative to support high-value clients on complex financial issues and educate customers on investment tools and strategies. You will represent the company with empathy, resolve issues promptly, and build long-term relationships across the Customer Experience team.

The role requires FINRA licenses (Series 7 and 63) with Series 3/66 preferred; in-person presence in Denver, CO or Westlake, TX during onboarding and after.

Qualifications

• 3+ years of experience at a brokerage or licensed financial services environment.
• FINRA Series 7 and 63 required; Series 3 and 66 preferred and must be obtained if not held.

Responsibilities

• Provide exceptional support to high-value clients by resolving complex issues efficiently, with empathy.
• Conduct personalized, goal-oriented conversations to understand and support customers' financial journeys.
• Provide clear guidance across investment products and strategies.
• Serve as a trusted point of contact for navigating complex tools (multi-leg options, margin, crypto, futures).
• Consistently deliver high customer satisfaction, tracked through feedback.
• Share insights from interactions to improve products and services.
• Collaborate with peers to optimize outreach strategies and workflows.

Skills

Customer service

FINRA 7

FINRA 63

FINRA 3 and 66 (preferred)

Multi-leg options

Margin trading

Cryptocurrencies

Futures

CRM tools (Salesforce)

CRM tools (Slack)

Verbal & written communication

Tools

Salesforce

Slack

Job description

Join us in building the future of finance.

Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading.

About the team + role

We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. the company isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards.

the company's Customer Experience team is committed to providing an outstanding customer experience. In your role as a Concierge Desk Representative, you will be empowered to help our most active customers with some of their most complex issues and seek to develop long lasting relationships. In particular, your work will strive to resolve all issues experienced by our most engaged customers. Your job is not only to help our customers with the issues they encounter, but to proactively engage this subset of customers to educate, add value, and attempt to address early indications of problems. You will help us learn as a company from each interaction, so that we can make our customer's experience, using our products, as seamless as possible.

As a Representative for the Concierge team, you'll be the company's voice and will use exceptional empathy and product expertise to ensure our users feel understood and valued. Your mission will be to solve customer issues efficiently and effectively, while proactively connecting with them throughout the day.

This role is based in our Denver, CO, and Westlake, TX office(s), with in-person attendance expected 5 days per week during the onboarding period and at least 3 days per week afterwards.

At the company, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams.

What you’ll do

• Provide exceptional support to high-value clients by resolving complex issues efficiently, while demonstrating empathy and a deep understanding of their needs.

• Conduct personalized, goal-oriented conversations with customers to understand and support their financial journeys.

• Provide clear, compliant, and confident guidance across a range of investment products and strategies.

• Serve as a trusted point of contact for customers navigating complex financial tools including multi-leg options, margin, crypto, and futures.

• Consistently deliver high customer satisfaction, tracked through customer feedback.

• Share insights and themes from customer interactions with internal teams to improve products and services.

• Collaborate with peers to optimize outreach strategies and support workflows.

Success in This Role Looks Like

• Meeting or exceeding targets for goal-based customer conversations.

• Maintaining high customer satisfaction ratings through empathetic, solution-oriented service.

• Demonstrating subject matter confidence across advanced brokerage products.

• Acting as a knowledgeable and trusted voice of the customer within the company.

What you bring

• 3+ years of experience at a brokerage or within a licensed financial services environment.

• FINRA Series 7 and 63 required.

• FINRA Series 3 and Series 66 licenses are preferred and must be obtained within a certain amount of days of employment if not already held.

• Solid proficiency in multi-leg options strategies, margin trading, cryptocurrencies, and futures.

• Excellent verbal and written communication skills—able to translate complex topics clearly and effectively.

• Passionate about customer advocacy, financial literacy, and building long-term relationships.

• Adaptable and self-motivated in a fast-paced, constantly evolving environment.

• Experience with CRM tools and feedback systems (e.g., Salesforce, Slack).

What we offer

• 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!

• Exceptional office experience with catered meals, events, and comfortable workspaces.

Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected hourly range for this role is based on the