Observanow is seeking to hire a part-time remote Customer Service Representative to manage research projects for various clients. The successful candidate will be responsible for conducting research sales and gathering data through shopping and store surveys.

Join our team of Customer Service Representatives (CSR) for a variety-filled experience where you’ll have dedicated time to focus on growth, career development, and renewal. At the same time, you support our customers by conducting research sales and gathering data through shopping and store surveys. This first-of-its-kind experience supercharges your early career and growth at Observanow with personalized support, knowledgeable career guides, and celebration of your achievements while learning about Observanow and building skills and experiences. In this role, you will assist our clients with a broad range of needs including conducting research sales and gathering data, making withdrawals, transferring funds, identifying resources, and placing trades.


Would you like to learn more about the Customer Service Representative position? Take our virtual experience to experience what it is like to work in this role. This is free for everyone and intended to help you gain a better understanding of the role.



What To Expect…


As a new CSR, you’ll be supported by leaders, coaches, mentors, and experienced CSRs over the first 18 months of your career.


First four months, conducting research on sales and gathering data through shopping and store surveys. Dedicated time each week to develop new skills and to connect and refuel – by exploring the career center, networking with colleagues, taking online classes, and more!
As you gain confidence and develop proficiency in serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you.


Advantages Of Our Career Development Experience…



You are supported. We provide all the training you need to develop the skills needed to service customers and study for your CSR licensing exams! You don’t need a finance background or college degree to succeed in this role.



You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience to your first automatic promotion.



You can explore. You’ll experience variety in your work each with dedicated time to development activities and doing work that goes beyond answering customer calls.



Qualifications



Bachelor’s degree in business, marketing, or related field.
Experience working in customer service, research, or related field.
Strong attention to detail and analytical skills.
Ability to work independently and as part of a team to achieve targets and deadlines.
Experience with data analysis and reporting.
Ability to maintain confidentiality and comply with data protection regulations.
Strong problem-solving skills and ability to think creatively to identify alternative solutions.


The Value You Deliver



Demonstrate empathy and passion for helping people and ensure an excellent customer experience with varied customer needs, including balance inquiries, money movement, trading, and more answer questions and provide resources to deepen understanding and build confidence
.

Our Investments in You



Our benefit programs (opens in a new tab) are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.



Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 63 – FINRA



WHAT DO WE OFFER?

Interesting projects in prominent stores;

fair payment on a freelance basis;