Customer Experience Associate, Pathway

About the Role

The CXR Pathway Program is a paid program designed to launch your career in financial services. You will be paid while studying for your SIE, Series 7, and Series 63 licenses and gain practical experience through on-the-job training. The program aims to build foundational knowledge and confidence, preparing you to become a registered broker (Registered Representative).

Key Responsibilities

• Participate in the CXR Pathway Program Outline, including:
• Introduction to Licensing (with paid study time)
• Foundational Training & Proficiency
• Completion of Licensing
• Registered Representative Training & Proficiency
• Team Alignment & Production
• Deliver an outstanding customer experience across chat, email, and phone channels.
• Drive continuous improvement by acting as the voice of the customer, identifying and communicating ways to better serve users.
• Grow financial services expertise and develop proficiency in a range of financial concepts.

Requirements & Tech Stack

• Self-starter and ambitious learner, comfortable with a fast-paced, evolving customer support landscape.
• Embrace skill development through coaching, feedback, and goal setting.
• Ready to demonstrate commitment and resilience over 26 weeks to achieve licensing completion and Registered Representative proficiency.
• Able to exercise independent thought and judgment.
• Adaptable to new tasks and able to prioritize in a multi-task environment.
• Excellent written and verbal communication skills with a passion for supporting customers.
• Effective and willing to adapt to customer experience delivery through phone and written channels.
• Ability to quickly defuse customer anxiety through exceptional customer service skills.
• Schedule flexibility for evolving customer demands (future shift assignments may include evenings and weekend hours).

Qualifications

• Bachelor’s degree or experience working in the financial services industry is preferred.
• Existing FINRA SIE license is preferred.
• Experience working in a customer support environment is preferred.

This application is for early talent with an anticipated start date in January 2027.

This role is based in Denver, CO, and Westlake, TX offices, with in-person attendance expected 5 days per week during the 6-month onboarding period. After onboarding, in-person attendance is expected at least 3 days a week.