Customer Experience Representative, Concierge

Onsite Denver, CO; Westlake, TX

customer care

greenhouse

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Job description

You will support high-value clients by resolving complex issues and building long-term relationships. This role is based in Denver, CO, or Westlake, TX, with in-person attendance required most days.

Details

Denver, CO; Westlake, TX, in-office work required
$34—$40 USD per hour
3+ years of experience in a brokerage or licensed financial services environment
FINRA Series 7 and 63 required

The work

Provide exceptional support to high-value clients by resolving complex issues
Conduct personalized conversations to understand customers' financial journeys
Serve as a trusted point of contact for customers navigating complex financial tools
Share insights from customer interactions with internal teams to improve products