Overnight Customer Experience Representative, Brokerage Services
Chicago · Denver · Westlake, TX · Remote · Posted Sep 22, 2026
At a glance
- Workplace
- Remote
- Location
- Chicago · Denver · Westlake, TX
About the role
- As a member of this team, you'll be the company's voice and will use exceptional empathy and product expertise to ensure our users feel understood and valued.
- You will be empowered to help our customers with a range of needs from simplistic to complex by phone, email and chat.
- After onboarding, remote shifts expected with overnight-shift hours at least 5 days a week.
Responsibilities
- Delivering an outstanding customer experience for customers through phone, email, and chat channels
- Driving continuous improvement to delight customers by acting as the voice of the customer by identifying and communicating better ways to serve our customers
- Growing your financial services expertise as you develop deep subject mastery of complex financial concepts like equities trading, margin, and options trading
Requirements
- Active FINRA Series 7 and 63 Licenses with an ability to quickly put your brokerage knowledge into action
- Excellent customer service, written and verbal communication skills with a passion to support customers
- Effectiveness and willingness to adapt to CX experience delivery through phone and written channels
- Ability to quickly defuse customer anxiety through exceptional customer service skills
- Self-starter and ambitious learner who is comfortable with ambiguity and fast paced environment
- Able to exercise independent thought and judgment, adapt to new tasks, and the ability to prioritize tasks in a multi-task environment
- Schedule flexibility as we evolve to meet the growing demands of our customers
Benefits
- Performance driven compensation with multipliers for outsized impact, bonus programs, equity ownership
- 401(k) matching
- 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
- Mental health benefits
- Company holidays, paid time off, sick time, parental leave
- Catered meals, events, and comfortable workspaces
Workplace
- In-person attendance expected 5 days per week during the 10-week onboarding period.
- After onboarding, remote shifts expected with overnight-shift hours at least 5 days a week.
