Customer Experience Representative, Concierge @Robinhood

Overview

The role of Customer Experience Representative, Concierge at Robinhood involves providing exceptional support to high-value clients while resolving complex issues and fostering long-term relationships. The Customer Experience team is focused on delivering outstanding service to its most engaged customers.

Key Responsibilities

• Provide exceptional support to high-value clients by resolving complex issues efficiently.
• Conduct personalized, goal-oriented conversations with customers to understand and support their financial journeys.
• Provide clear, compliant, and confident guidance across a range of investment products and strategies.
• Serve as a trusted point of contact for customers navigating complex financial tools such as multi-leg options, margin, crypto, and futures.
• Deliver high customer satisfaction, tracked through customer feedback.
• Share insights from customer interactions with internal teams to improve products and services.
• Collaborate with peers to optimize outreach strategies and support workflows.

Requirements

• 3+ years of experience at a brokerage or within a licensed financial services environment.
• FINRA Series 7 and 63 required (Series 3 and 66 preferred).
• Solid proficiency in multi-leg options strategies, margin trading, cryptocurrencies, and futures.
• Excellent verbal and written communication skills.
• Passionate about customer advocacy and building long-term relationships.
• Adaptable and self-motivated in a fast-paced environment.
• Experience with CRM tools (e.g., Salesforce, Slack).

Benefits

• Challenging, high-impact work to grow your career.
• Performance-driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching.
• Comprehensive benefits including 100% paid health insurance for employees and 90% coverage for dependents.
• Flexible benefits spending account for wellness, learning, and more.
• Employer-paid life & disability insurance and mental health benefits.
• Time off to recharge including company holidays and parental leave.
• Exceptional office experience with catered meals and comfortable workspaces.

Location

This role is based in the Denver, CO and Westlake, TX offices, with in-person attendance expected 5 days a week during onboarding and at least 3 days a week afterward. There are options for daytime shifts and the opportunity to transition to a remote overnight shift post-training.

How to Apply

Interested candidates should apply through the company application link.

Deadline

No specific deadline mentioned.