Financial CX Specialist: Stocks, Margin & Options

Rainfallcap; Colorado; Hybrid; USD 38,710 - 45,460; Full time

Benefits offered by this job

100% paid health insurance for employees

401(k) matching

Flexible benefits spending account

Employer-paid life and disability insurance

Catered meals and events

Job summary

Rainfallcap is seeking a Customer Service Specialist to enhance the customer experience in finance. This role offers the chance to work remotely from Colorado or other locations, supporting clients with trading inquiries and ensuring satisfaction.

Required qualifications include active FINRA licenses and strong communication skills. The position aims for high-impact work as part of a motivated team, providing various shifts to meet both customer and employee needs.

Qualifications

• Active FINRA Series 7 and 63 Licenses are required.
• Exceptional customer service skills to support clients effectively.
• Ability to handle customer interactions through various channels.

Responsibilities

• Provide outstanding customer experience via phone, email, and chat.
• Act as the voice of the customer for continuous improvement.
• Develop expertise in financial concepts like equities and margin trading.

Skills

Active FINRA Series 7 and 63 Licenses

Excellent customer service skills

Written and verbal communication skills

Ability to adapt in a fast-paced environment

Schedule flexibility

Job description

Rainfallcap is seeking a Customer Service Specialist to enhance the customer experience in finance. This role offers the chance to work remotely from Colorado or other locations, supporting clients with trading inquiries and ensuring satisfaction.

Required qualifications include active FINRA licenses and strong communication skills. The position aims for high-impact work as part of a motivated team, providing various shifts to meet both customer and employee needs.