Customer Experience Specialist (Financial Advisor), Longbridge Cafe
Core
Provide warm, professional customer engagement and hands-on operational support to help customers navigate and get comfortable with Longbridge's suite of financial products and services in a lifestyle-oriented café environment.
Role type
Customer Experience Specialist (Financial Advisor)
Builds
Longbridge's financial platform user base and in-store community engagement
Domain
Financial services / Retail hospitality
Deliverable
client delivery
Required skills
Customer onboarding, platform navigation support, relationship management, KPI achievement, cross-functional collaboration, event support
Preferred skills
Financial services background, retail or hospitality experience, cultural fit for casual-professional environment
Responsibilities
Assist customers with registration, account opening, fund deposits, and platform navigation; resolve inquiries related to in-store experience and platform usage; achieve individual and team-based targets for new account openings and customer engagement; support in-store marketing campaigns and community events; collaborate with Café/Barista team to transition guests to platform users.
Seniority
Junior to Mid-level, hands-on IC
