Remote Options & Margin CX Specialist

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

Benefits offered by this job

Health insurance

401(k) matching

Flexible benefits spending account

Paid time off

Job summary

Rainfallcap is seeking an Advanced Services Representative to enhance customer experience within finance. This role focuses on options trading and requires excellent communication skills and product expertise. Candidates should have a financial services background and a willingness to learn about trading.

With opportunities for growth and development, successful applicants will support customer queries efficiently, engage in collaborative initiatives, and contribute to team improvements.

Qualifications

• 1+ years of customer experience within financial services, especially with active traders.
• Willingness to learn about options and margins.

Responsibilities

• Support initiatives aimed at improving customer experience metrics.
• Identify and analyze customer issues for effective solutions.
• Develop expertise in Options and Margin trading.
• Utilize customer insights to identify trends and propose solutions.
• Engage in continuous learning and improvements.

Skills

Customer experience

Options trading knowledge

Empathy

Problem-solving

Data analytics

Education

Active Series 7 & 63 licenses

Series 3 (required within 120 days)

Series 4 (bonus)

Tools

Salesforce

Job description

Rainfallcap is seeking an Advanced Services Representative to enhance customer experience within finance. This role focuses on options trading and requires excellent communication skills and product expertise. Candidates should have a financial services background and a willingness to learn about trading.

With opportunities for growth and development, successful applicants will support customer queries efficiently, engage in collaborative initiatives, and contribute to team improvements.