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
Help develop a team of customer experience representatives delivering support directly to our customers
Provide ongoing coaching and performance feedback to drive strong customer outcomes and team development
Handle escalated customer concerns and resolve complex issues with urgency and professionalism
Oversee daily operations including queue management, workforce coordination, and service-level adherence
Monitor team performance metrics and partner with leadership to drive continuous improvement
Collaborate with QA, operations leaders, and compliance teams to maintain: quality standards and ensure regulatory alignment
What they're looking for
- Lead by example by supporting the queues and our customers directly during times of surges
