Are you looking for a New Job or Looking for better opportunities?
We got a New Job Opening for
Full Details :
Company Name : IsoTalent
Location : Salt Lake City, UT 84117
Position : Account Manager
Job Description : Trade Desk RepresentativeOur client seeks a proactive, solutions-driven Trade Desk Representative to join their world-class team in Salt Lake City, Utah. This position has hybrid flexibility.Excited to work in the digital currency industry? Are you passionate about your craft and looking for big, meaningful problems to solve at your job? If you are driven to succeed, take a high level of ownership in your work, always bring a positive attitude, are hungry to learn, and excited to be a part of the crypto revolution, then this Trade Desk Representative job is for you. Keep scrolling to see what this company has to offer.The Perks!Great compensation: $60-65k DOE15 paid time off days plus 5 personal / sick daysUp to 10 remote work days per monthGenerous medical benefitsDental/vision401k plan with 4% matchA Day in the Life of the Trade Desk RepresentativeIn this role, you’ll partner with a talented group of creators working relentlessly to disrupt an antiquated system primed for radical change. You’ll have the freedom to do your best work alongside down-to-earth professionals at the forefront of their disciplines and the opportunity to make a real impact through your contributions.As an early team member at a game-changing, growing company, you’ll have a significant influence on how we deliver on our mission. You will manage multiple tasks in a well-organized and highly detailed manner while working in a fast-paced, perpetually evolving, early-stage, start-up environment.Responsibilities include: Managing inbound calls and emails generated by a book of clients and taking responsibility for proactive outreach to our clientsDelivering customized service to clients seeking a personalized high-touch relationshipProvide exceptional customer service – go above and beyond to foster rapport, delight customers, and drive loyaltyBecome an expert in CoinZoom’s product offeringEffectively addressing a range of customer needs, to include mutual fund inquiries, asset allocation discussions, as well as income and retirement planningPartnering with financial advisors and implementing a structured client contact strategy and promoting annual guidance reviewsIdentifying opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offeringsConducting basic guidance preparation discussions with clients that support the overall strategies developed for the clientAdhere to compliance and regulatory guidelines at all timesQualifications of the Trade Desk Representative2+ years of customer support or call-center experience2+ years broker-dealer operations or clearing firm experienceWorking knowledge of investing and what Registered Investment Advisors (RIAs) do on behalf of their clientsProficiency with ticket management systems such as Freshdesk and JiraDeep empathy for our customers; exemplary active listening and interpersonal skillsAble to deal with frequent change, delays, or unexpected events.Motivated to uncover the root cause of issues and drive them to resolutionTeam mindset focused on setting each other up for success; low egoApproach all job responsibilities with a sense of urgency and attention to detailA bachelor’s degree or equivalent experienceFINRA Series 99 license (preferred), or the ability to complete the examinations in your first 180 daysAbout the CompanyWe’re dedicated to delivering a complete crypto experience that brings all the benefits of digital assets to the masses. With a growing customer base currently serving 192 countries, we are focused on providing a world-class customer experience that is recognized as the leader in the crypto industry. We are seeking to build our team with individuals who are customer-obsessed, results-driven and excited to join the crypto revolution.Come Join Our Customer Service Team!Job Type: Full-timePay: $60,000.00 – $65,000.00 per yearBenefits:401(k)401(k) matchingDental insuranceFlexible scheduleHealth insurancePaid time offVision insuranceSchedule:8 hour shiftMonday to FridayEducation:Bachelor’s (Preferred)Experience:customer support: 2 years (Preferred)broker-dealer or other financial services: 2 years (Preferred)License/Certification:FINRA Series 99 License (Preferred)Work Location: One location
This post is listed Under Utah jobs
Disclaimer : Localpublic.in works to publish latest job info only and is no where responsible for any errors. Users must Research on their own before joining any company