Member Experience Specialist

Job Summary

A company is looking for a Member Experience Specialist (Tues-Sat).

Key Responsibilities

• Provide high-energy, professional, and empathetic support to members via phone, email, and Zoom
• Guide members through virtual onboarding and troubleshoot app issues in real-time
• Maintain follow-up communication with members regarding their account status and feedback

Required Qualifications

• 2-3 years of experience in a high-volume, client-facing support role within financial services
• 2+ years of experience in a Registered Investment Advisor, Broker/Dealer, or Wirehouse
• Ability to build rapport quickly and ease members through complex processes
• Comfortable using screen-sharing tools and help desk software
• Self-starter with accountability and a member-first mindset