The opportunity
Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades.
What you'll do
Lead 12-15 licensed Concierge Desk team members to produce outstanding results and improve their own skills
Develop agents to become proficient in value-added conversations and proactive up-selling via outreach
Coach and mentor your team, assisting in their professional development and: helping them achieve top asset growth metrics and high quality standards
Provide service in a live-support, proactive outreach environment
Cultivate a culture of professionalism, customer advocacy, personal: development, and regulatory compliance on your team and beyond
Serve as a trusted point of contact for our most teams assisting our most: active traders. This role team assists the most sophisticated subject areas of our operations: Options trading, Margin, Equities trading, and Day Trade regulations, as well as general account servicing needs
What they're looking for
- Interact frequently with our Middle-Office, Back-Office, Risk, and Compliance teams
- Work with your team to recognize patterns of customer inquiries so that the: underlying issue can be documented and eliminated by our engineering teams
- Leverage problem solving skills to assist the team in identifying and creating unique solutions for customers
- Handle customer issues and escalation from your team
