Crypto.com
Customer Service Representative, Series 7 Registered
Date Posted
Department
Finance Operations
Location
United States
Crypto.com is seeking an experienced, licensed registered representative to help grow the firm’s regulated securities business (Foris Capital). As a member of this team, you will be the front line of the firm’s contact with customers to help them with a range of needs from simple to complex via phone, email and chat. This is a fully remote position.
The successful candidate will have experience and knowledge related to equities trading, CRM platforms, margin accounts and options trading. Your job is not only to help our customers, but also to help us learn as a company from each interaction, so that we can optimize our customer experience and drive more users to our products.
Responsibilities
- 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.
Foris Capital US LLC is a broker-dealer registered with the Securities and Exchange Commission and a Member of FINRA and SIPC. Foris Capital is a separate entity from Crypto.com, Foris DAX, Inc., and other affiliated Foris companies. Foris Capital does not engage in the sale, transfer, or custody of cryptocurrencies or digital assets. Crypto.com is a separate entity from Foris Capital and does not engage in the securities business. Customer balances and crypto holdings held and transacted at Crypto.com and other entities outside of Foris Capital are not covered by SIPC insurance and are separate from securities transactions and holdings at Foris Capital.
Interested in this job?
Date Posted
Department
Finance Operations
Remote
Yes
Salary
N/A