Customer Experience Lead

About Frec

We believe everyone deserves access to better and smarter ways to manage their money. At Frec, we are transforming complex financial products that have traditionally only been available through wealth advisors into automated, easy-to-use technology. Our goal is for you to reach financial independence. Please visit frec.com to learn more about us.

What you’ll need

• Prefer you to have passed the SIE

• Experience using Zendesk; prefer experience using Zendesk Copilot

• 4-7 years experience, preferably at a fintech

• Proficient in using brokerage platforms and Microsoft Office suite

• Degree from an accredited university or significant relevant experience preferred

• Ability to work in a fast-paced, changing environment

• An attention to detail and solution oriented thinking

• Excellent communication and interpersonal skills

Duties

• Respond to customer service tickets

• Create and update Frec’s help center

• Improve and scale customer tickets

• Improve customer responses to provide a great customer experience

• Provide demos of our platform

• Assist with brokerage operations duties:

• ACATS transfer requests

• Cash transfer reviews

• Account openings

About the team

We’re a small team wearing many hats and pitching in where needed to achieve the best experience for our customers. We’re looking to add another team member that can help us continue to provide great service and understanding to our customers about direct indexing in multiple strategies. You will be reporting directly to the President of Frec’s subsidiaries: Frec Securities LLC (Broker Dealer) & Frec Advisers LLC (Registered Investment
Adviser).

We are also a tech forward company and you must have the ability to work in a variety of different software systems. This individual will be able to grow with the team as we continue to scale from $100 million in total assets to $1 billion.