Overnight Customer Experience Representative, Concierge

Denver · Westlake, TX · Chicago · 3+ years experience · Remote · Posted Sep 22, 2026

At a glance

As a Concierge Desk Representative, you will be empowered to help our most active customers with some of their most complex issues and seek to develop long lasting relationships.
Your job is not only to help our customers with the issues they encounter, but to proactively engage this subset of customers to educate, add value, and attempt to address early indications of problems.
You will be the company's voice and will use exceptional empathy and product expertise to ensure our users feel understood and valued.

Provide exceptional support to high-value clients by resolving complex issues efficiently, while demonstrating empathy and a deep understanding of their needs.
Conduct personalized, goal-oriented conversations with customers to understand and support their financial journeys.
Provide clear, compliant, and confident guidance across a range of investment products and strategies.
Serve as a trusted point of contact for customers navigating complex financial tools including multi-leg options, margin, crypto, and futures.
Consistently deliver high customer satisfaction, tracked through customer feedback.
Share insights and themes from customer interactions with internal teams to improve products and services.
Collaborate with peers to optimize outreach strategies and support workflows.

3+ years of experience at a brokerage or within a licensed financial services environment.
FINRA Series 7 and 63 required.
Solid proficiency in multi-leg options strategies, margin trading, cryptocurrencies, and futures.
Excellent verbal and written communication skills—able to translate complex topics clearly and effectively.
Passionate about customer advocacy, financial literacy, and building long-term relationships.
Adaptable and self-motivated in a fast-paced, constantly evolving environment.
Experience with CRM tools and feedback systems (e.g., Salesforce, Slack).

FINRA Series 3 and Series 66 licenses are preferred and must be obtained within a certain amount of days of employment if not already held.

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
Time off to recharge including company holidays, paid time off, sick time, parental leave, and more!

In-person attendance expected 5 days per week during the onboarding period.
After onboarding, remote shifts expected with overnight-shift hours at least 5 days a week.