Premium Customer Success Concierge

Screendesk

Orlando (FL)

On-site

USD 83,000 - 98,000

Full time

14 days+

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

Coinbase is hiring a Concierge to serve as the primary subject matter expert for our products, delivering world-class service to our most valued customers. You will join a high-performing team that prioritizes a seamless customer experience and proactive problem-solving.

The role requires FINRA licenses (Series 7 & 63) and 2+ years in financial services customer support. You’ll work in-person in Orlando, with opportunities to engage across channels and advocate for customers in a fast-growing

Qualifications

  • FINRA Series 7 & 63 required; sponsorship for licenses not provided.
  • Minimum 2+ years in financial services customer service in a fast‑paced environment.
  • Advanced knowledge of the financial services industry and securities trading.
  • Excellent communication and relationship management; passion for helping customers use Coinbase products.

Responsibilities

  • Serve as the primary touchpoint and relationship owner for selected high-value Consumer customers.
  • Provide a best-in-class experience through stakeholder management, task prioritization, and efficient execution.
  • Handle requests through to resolution, including collaboration across teams of subject matter specialists.
  • Investigate root causes to address critical customer issues.

Skills

FINRA license 7 & 63
Financial services
Excellent communication
Relationship management

Tools

Salesforce Service Cloud
JIRA
Google apps
Amazon Connect

Job description

Coinbase is hiring a Concierge to serve as the primary subject matter expert for our products, delivering world-class service to our most valued customers. You will join a high-performing team that prioritizes a seamless customer experience and proactive problem-solving.

The role requires FINRA licenses (Series 7 & 63) and 2+ years in financial services customer support. You’ll work in-person in Orlando, with opportunities to engage across channels and advocate for customers in a fast-growing

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Crypto Customer Success Lead for High-Value Clients
Crypto Customer Success Lead for High-Value Clients

Screendesk • Charlotte (NC)

On-site
USD 45,000 - 65,000
Lead, Concierge & Customer Success Team
Lead, Concierge & Customer Success Team

Screendesk • Charlotte (NC)

On-site
USD 87,000 - 106,000
Remote Crypto Customer Success Associate II
Remote Crypto Customer Success Associate II

Coinbase, Inc. • Jackson (MS)

Remote
USD 42,000 - 62,000
Concierge, Customer Success & Onboarding
Concierge, Customer Success & Onboarding

Coinbase • Charlotte (NC)

On-site
USD 45,472 - 64,763
Medical, dental, vision benefits
401(k) plan
Equity eligibility
Concierge, Customer Success Team
Concierge, Customer Success Team

Coinbase • Charlotte (NC)

On-site
USD 45,472 - 64,763
Medical, dental, vision benefits
401(k) plan
Equity eligibility
Concierge, Customer Success Team
Concierge, Customer Success Team

Screendesk • Charlotte (NC)

On-site
USD 45,000 - 65,000
Elite Client Experience Specialist (Finance)
Elite Client Experience Specialist (Finance)

Robinhood • United States

Hybrid
USD 47,000 - 55,000
Health insurance
401(k) matching
Equity
+4
Remote-First Customer Success Associate II
Remote-First Customer Success Associate II

Coinbase Bridge • United States

Remote
USD 52,000 - 76,000
Concierge, Customer Success Team
Concierge, Customer Success Team

Screendesk • Orlando (FL)

On-site
USD 83,000 - 98,000
Remote-First Crypto Support Specialist II
Remote-First Crypto Support Specialist II

Coinbase, Inc. • United States

Hybrid
USD 40,000 - 60,000