Elite Client Experience Specialist (Finance)

United States Digital Space LLC; United States; Híbrido; USD 47 000 - 55 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance

401(k) matching

Equity

Lifestyle wallet

Fertility benefits

Mental health benefits

Paid time off

Resumo da oferta

United States Digital Space LLC is seeking a Concierge Desk Representative to deliver high-value support to active customers, resolve complex issues, and build lasting relationships. You will educate customers, address early indicators of problems, and help ensure a seamless experience with our financial products.

The role emphasizes empathy, product knowledge, and proactive engagement, with in-person onboarding followed by remote work within commuting distance of Denver or Westlake offices.

Qualificações

• 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 number 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).

Responsabilidades

• 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.

Conhecimentos

Empathy

Communication

Problem solving

Customer advocacy

Formação académica

FINRA Series 7

FINRA Series 63

FINRA Series 3

FINRA Series 66

Ferramentas

Salesforce

Slack

Descrição da oferta de emprego

United States Digital Space LLC is seeking a Concierge Desk Representative to deliver high-value support to active customers, resolve complex issues, and build lasting relationships. You will educate customers, address early indicators of problems, and help ensure a seamless experience with our financial products.

The role emphasizes empathy, product knowledge, and proactive engagement, with in-person onboarding followed by remote work within commuting distance of Denver or Westlake offices.