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Fintech Customer Advocate

2 months ago

Chicago, Illinois, United States MetroTrade Full time

**Job Summary**

MetroTrade LLC is seeking a highly skilled and customer-focused Customer Support Specialist to join our dynamic team. As a key member of our customer support team, you will play a vital role in delivering exceptional customer experiences in the retail futures space.

**Key Responsibilities:**

  • Provide top-notch support to clients regarding their account and trading platform, leveraging internal tools and resources to efficiently manage customer data and boost productivity.
  • Help clients with account setup, technical support, and issue troubleshooting, utilizing your technical savvy and ability to troubleshoot issues in real-time.
  • Proactively observe and communicate customer needs and requests to internal resources and vendors, ensuring seamless communication and collaboration.
  • Work with third parties to resolve client and firm-specific issues and projects, demonstrating your ability to navigate complex systems and resolve issues efficiently.
  • Assist with policy creation and revision to streamline services and increase customer satisfaction, showcasing your knowledge of regulated industries and frameworks.
  • Contribute to other business areas, including marketing, IT, and account management, as needed, demonstrating your adaptability and willingness to learn.

**Requirements:**

  • Ability to connect with customers with empathy and compassion, providing a high level of customer satisfaction.
  • Capacity to learn and explain complex concepts and systems in various ways to satisfy diverse customer needs, demonstrating your technical expertise and communication skills.
  • Technical savvy and ability to troubleshoot issues in real-time, utilizing your problem-solving skills to resolve complex issues.
  • Knowledge and interest in the futures/financial services/trading industry, with a strong understanding of regulated industries and frameworks.
  • Series 3 license or ability to pass within 6 months of hire, demonstrating your commitment to professional development and compliance.