Customer Service Representative, Series 7 Registered

About the role

This role involves being the primary contact for customers of Crypto.com's regulated securities business, Foris Capital. You will assist clients with a range of needs, from basic inquiries to complex trading-related questions, using phone, email, and chat. The focus is on delivering high-quality customer service while also gathering insights to help the company enhance its customer experience and attract more users.

As a member of this team, you will be responsible for providing white-glove service, ensuring each customer interaction is handled effectively. Beyond direct support, a key aspect of the job is to identify opportunities for continuous improvement in the customer service process. This involves actively looking for ways to refine existing methods and implement new strategies to better serve clients.

Success in this position means not only resolving customer issues efficiently but also contributing to the company's understanding of its users. By developing deep expertise in equities trading, margin accounts, and options, you will be able to address customer needs comprehensively. Your contributions will help optimize the customer journey and support the growth of the firm's securities products.

The listed salary range for this full-time remote position is $60,000 to $80,000 USD.

Skills that matter here

• FINRA Series 7 and 63 Licenses: These licenses are mandatory for providing customer-facing brokerage services, including handling equities, margin, and options trading inquiries.
• equities trading: Experience in this area is crucial for assisting customers with their trading activities and understanding their needs.
• margin accounts: Knowledge of margin accounts is required to support customers who utilize these services within the regulated securities business.
• options trading: Familiarity with options trading allows the representative to address customer questions and issues related to this specific financial product.
• CRM platforms: Experience with CRM platforms is needed to manage customer interactions and maintain records effectively.
• front-end mobile trading applications: Familiarity with these applications will help in assisting customers who use mobile platforms for their trading activities.

Who this role suits

• A person with an active Series 7 and 63 license who has prior customer-facing brokerage experience.
• Someone who is comfortable communicating with customers through phone, email, and chat, and is adept at building rapport.
• An individual who is a self-starter, eager to learn, and can adapt to a fast-paced environment with some ambiguity.
• A candidate who can exercise independent judgment, prioritize tasks effectively, and is enthusiastic about enhancing customer service.

From the employer

• Deliver white-glove customer service through phone, email, and chat channels.
• Drive continuous improvement to the customer service experience by identifying and deploying enhancements to the customer service process.
• Expand your financial services expertise as you develop deep subject mastery of equities trading, margin, and options.

Requirements & Skills Needed

• Active FINRA Series 7 and 63 Licenses with 1+ years of customer-facing brokerage experience including equities trading, margin accounts, and options trading.
• Series 24 and supervisory experience welcome but not required.
• Clean regulatory record with no Disclosure Events.
• Excellent customer service, written, and verbal communication skills.
• Willingness to deliver excellent customer experience through phone and text-based channels.
• Ability to quickly build rapport & credibility with clients.
• Self-starter and ambitious learner who is comfortable with ambiguity and a fast-paced environment.
• Familiarity with front-end mobile trading applications.
• Able to exercise independent thought and judgment, adapt to new tasks, and prioritize tasks in a multi-task environment.
• Enthusiasm for building a customer service culture.

Benefits

• Competitive salary
• Attractive annual leave entitlement including: birthday, work anniversary
• 401(k) plan with employer match
• Eligible for company-sponsored group health, dental, vision, and life/disability insurance
• Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up
• Aspire career alternatives through us. Our internal mobility program can offer employees a diverse scope.