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Customer Experience Lead

Customer Experience Lead

VirtualVocationsPensacola, Florida, United States
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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

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Customer Experience Lead • Pensacola, Florida, United States

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