
Customer Experience Associate, Pathways - New Graduates
- Denver, CO Westlake, TX
- Permanent
- Full-time
- CXR Pathway Program Outline:
- Introduction to Licensing (with paid study time)
- Foundational Training & Proficiency
- Completion of Licensing
- Registered Representative Training & Proficiency
- Team Alignment & Production, which will include the following:
- Delivering an outstanding customer experience for customers through chat, email, and phone channels
- Driving continuous improvement to delight customers by acting as the voice of the customer by identifying and communicating improved ways to serve our customers
- Growing your financial services expertise as you develop proficiency in a range financial concepts
- Self-starter and ambitious learner who is comfortable with a fast-paced, evolving customer support landscape and embraces skill development through coaching, feedback, and goal setting
- Bachelor's degree or experience working in the financial services industry is preferred
- Ready to demonstrate commitment and resilience over 26 weeks to achieve both licensing completion and Registered Representative proficiency
- Able to exercise independent thought and judgment, adapt to new tasks, and able to prioritize tasks in a multi-task environment
- Excellent written and verbal communication skills with a passion to support customers through various channels
- Effectiveness and willingness to adapt to customer experience delivery through phone and written channels
- Ability to quickly defuse customer anxiety through exceptional customer service skills
- Schedule flexibility as we evolve to meet the growing demands of our customers (future shift assignment may include evenings and weekend hours)
- Existing FINRA SIE license is preferred
- Experience working in a customer support environment is preferred
- Challenging, high-impact work to grow your career
- Performance driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching
- Best in class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents
- Lifestyle wallet - a highly flexible benefits spending account for wellness, learning, and more
- Employer-paid life & disability insurance, fertility benefits, and mental health benefits
- Time off to recharge including company holidays, paid time off, sick time, parental leave, and more!
- Exceptional office experience with catered meals, events, and comfortable workspaces.