Customer Experience Lead

A company is looking for a Customer Experience Lead.

Key Responsibilities

Lead escalated case resolution by managing high-priority requests and coordinating with internal and external partners

Facilitate inter-departmental collaboration to ensure cohesive problem-solving across various teams

Drive continuous process improvement by conducting root cause analysis and implementing targeted training for staff

Required Qualifications

Minimum of 3 years' experience in financial services, including back-office or broker-dealer environments

Demonstrated ability to solve complex, multi-faceted problems

Strong problem-solving attitude with the ability to operate in situations with incomplete information

High school diploma or equivalent required; bachelor's degree preferred

Proficiency with broker-dealer systems is a plus