Customer Experience Representative, Core Services

United States Digital Space LLC; Amarillo (TX); On-site; USD 39,000 - 45,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Equity ownership

Bonus programs

Catered meals and events

Job summary

United States Digital Space LLC seeks a customer support specialist to assist clients with equities trading, margin, and options issues by phone, email, and chat. You’ll learn our products and become a trusted voice for customers, delivering exceptional service across channels.

The role is on-site with multiple US offices, offering flexible shifts and a supportive, high-performance team environment with growth opportunities and comprehensive benefits.

Qualifications

• Active FINRA Series 7 and 63 licenses.
• Excellent customer service and communication skills.
• Able to adapt CX delivery to phone and written channels.
• Ability to defuse customer anxiety with strong service skills.
• Self-starter, ambitious learner, comfortable with ambiguity and fast-paced environment.
• Able to prioritize tasks in a multi-task environment.
• Schedule flexibility for evenings and weekend hours.

Responsibilities

• Deliver an outstanding customer experience via phone, email and chat.
• Identify ways to improve how we serve customers and act as voice of the customer.
• Develop financial services expertise in equities trading, margin, and options topics.

Skills

FINRA Series 7

FINRA Series 63

Customer service

Written and verbal communication

Ambiguity tolerance

Multitasking

Schedule flexibility

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.

As a member of this team, you'll be the company's voice and will use exceptional empathy and product expertise to ensure our users feel understood and valued.

You will be empowered to help our customers with a range of needs from simplistic to complex by phone, email and chat. This work will range in various topics including equities trading, margin, and options trading-related issues. Your job is not only to help our customers, but to help us learn as a company from each interaction, so that we can make our customers' experience using our products as seamless as possible. We offer a variety of schedules designed to meet our customers and employee needs.

Available Shifts

• Monday - Friday 8:00am-5:00pm ET
• Monday, Tuesday, Thursday, Friday 9:00am-8:00pm ET
• Sunday - Thursday 7:00am-4:00pm ET
• Sunday - Thursday 3:00pm-12:00am ET
• Sunday - Thursday 11:00pm-8:00am ET
• Tuesday - Saturday 7:00am-4:00pm ET
• Tuesday - Saturday 3:00pm-12:00am ET
• Tuesday - Saturday 11:00pm-8:00am ET

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 10-week onboarding period. After onboarding, in-person attendance is expected at least 3 days a week.

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

• 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

What you bring

• 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
• Able to exercise independent thought and judgment, adapt to new tasks, and the ability to prioritize tasks in a multi-task 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)

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 location where the work will be performed and is aligned to one of 2 compensation zones. This role is also eligible to participate in a the company bonus plan.

Zone 2 (Denver, CO; Westlake, TX; Chicago, IL)

$28.10—$33 USD

Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL)

$27.20—$32 USD

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