Overview
The role of Advanced Services Representative at Robinhood involves providing exceptional customer support, particularly in options trading and margin-related issues. The representative will empower customers to solve complex issues and enhance their trading experience.
Key Responsibilities
- Support initiatives aimed at improving customer experience metrics by collaborating with cross-functional teams.
- Identify and analyze customer issues, providing effective solutions to enhance satisfaction.
- Develop expertise in Options and Margin trading to resolve customer queries.
- Utilize customer insights and data analytics to identify trends and propose solutions.
- Contribute to internal knowledge bases and training content to improve team effectiveness.
- Address escalated customer issues and ensure swift resolution while maintaining compliance.
- Engage in continuous learning and contribute to process improvements.
- Provide support for Event Contracts upon obtaining Series 3 licensure.
Requirements
- 3+ years of customer experience in financial services, including 1 year in an active trader role.
- Active Series 7 and 63 licenses required.
- Series 3 must be obtained within the first 120 days.
- Collaboration skills with cross-functional teams.
- Experience handling escalated customer situations.
- Familiarity with support platforms and CRM tools (e.g. Salesforce).
- Passion for financial markets and fintech innovations.
Benefits
- Performance-driven compensation including bonuses and equity ownership.
- Comprehensive health insurance coverage.
- Flexible benefits spending account for wellness and learning.
- Employer-paid life & disability insurance, and mental health benefits.
- Generous time off policies including paid holidays and parental leave.
- Excellent office experience with catered meals and events.
Location
This role is based in Chicago, IL; Denver, CO; and Westlake, TX, with in-person attendance expected for onboarding and at least a few days a week thereafter.
How to Apply
To apply, please visit the company's career page.
Deadline
No specific deadline stated.