Schaeffer's Investment Research - Resolution Specialist

Resolution Specialist

Schaeffer's Investment Research
5151 Pfeiffer Road, Suite 450
Blue Ash OH 45242

Job Type: ,
Compensation: $45,000
Posted Date: 05/22/2024
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Apply today as a Resolution Specialist at Schaeffer’s Investment Research.


Resolution Specialist

Job Description

Award-winning stock market and investing publisher is hiring a Resolution Specialist to join the Cincinnati-based company. This role is pivotal to enhancing Schaeffer’s Investment Research brand and providing our subscribers with the best trading experience.

Schaeffer’s Resolution Specialist is tasked primarily with ensuring a positive experience for our customers, paid and unpaid, through clarifying questions, handling cancellations, and processing refund requests.

The Resolution Specialist will be critical in supporting our subscription sales by ensuring overall customer satisfaction. Your expertise in issue resolution and risk management will be vital in upholding our commitment to delivering the ultimate customer experience.


Job Responsibilities

  • Work with the phone sales team (and its management) and the customer service team to implement continuous improvement to the refund request process.
  • Act as the primary point of communication for the customer during the cancellation process.
  • Ensure improvement of the general customer experience by providing feedback on any business practices that negatively impact the customer experience to department leaders and participating in these improvement projects.
  • Consult with dissatisfied customers to understand the root of their unhappiness and try to resolve the situation favorably for the customer and the company through an array of tools provided by the company.
  • Answer questions, transfer services if necessary, and provide additional information to reps (ongoing rep improvement) to assist customers confused about trades, strategies, and orders.



  • Two or more years of customer resolution and customer service are required.


Compensation & Benefits

  • Salary: Starts at $45,000 and up based on experience.
  • Benefits: 401K match, health insurance, dental insurance, vision insurance, tuition reimbursement, life insurance, and more.


About the Organization

Bernie Schaeffer founded Schaeffer’s Investment Research in 1981. For over 40 years, we have provided services to retail traders through our subscriptions and award-winning website,

We run a multi-faceted subscription business, including interactive marketing and a live sales team. In the ever-changing world of the stock market, Schaeffer’s Investment Research constantly develops and works to optimize our model to provide the ultimate customer experience.


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Application Deadline: Until Filled

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