Customer Experience Representative, Active Trader
Join us in building the future of finance.
About the team + role
What you’ll do
- Support key initiatives aimed at improving customer experience metrics (ASAT, QA) by collaborating with cross-functional teams.
- Identify and analyze customer issues, providing thorough and effective solutions to enhance customer satisfaction.
- Develop subject matter expertise in areas such as Options and Margin trading to effectively handle and resolve technical customer queries.
- Utilize customer insights and data analytics to identify trends, escalate findings, and propose customer-centric solutions.
- Contribute to internal knowledge bases, training content, and onboarding processes to improve team readiness and effectiveness.
- Address escalated customer issues, ensuring swift resolution while balancing business integrity and regulatory compliance.
- Engage in continuous learning and actively participate in team-driven process improvements.
- Provide customer support for Event Contracts upon obtaining Series 3 licensure, leveraging strong derivatives and risk management expertise
What you bring
- 1+ years of customer experience within financial services, with interest in working with active traders or on a trade desk.
- Willingness to learn options and margins
- Active Series 7 & 63
- Series 3 required in the first 120 days
- Demonstrated ability to collaborate with cross-functional teams (Product, Compliance, Engineering) to enhance product functionality and customer satisfaction.
- Proven track record of effectively handling escalated customers and successfully de-escalating them
- Familiarity with support platforms and CRM tools (e.g. Salesforce)
- Enthusiasm for financial markets, trading platforms, and fintech innovations.
What we offer
- Challenging, high-impact work to grow your career
- Performance driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching
- Top Tier benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents
- Access to the Robinhood Employee Fund that gives eligible US employees the opportunity to invest in a private employee fund that provides exposure to Robinhood Ventures funds.
- Access to the best AI tools on the market and continuous AI skill-building for every employee, technical or not.
- Lifestyle wallet - a highly flexible benefits spending account for wellness, learning, and more
- Employer-paid life & disability insurance, fertility benefits, and mental health benefits
- Time off to recharge including company holidays, paid time off, sick time, parental leave, and more!
- Exceptional office experience with catered meals, events, and comfortable workspaces.
Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected hourly range for this role is based on the location where the work will be performed and is aligned to one of 2 compensation zones. This role is also eligible to participate in a Robinhood bonus plan.
Zone 2 (Denver, CO; Westlake, TX; Chicago, IL) $28.10 - $34.50 USD
Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL) $27.20 - $33.45 USD
Click here to learn more about our Total Rewards, which vary by region and entity.
If our mission energizes you and you're ready to build the future of finance, we look forward to seeing your application.
AI Usage Disclosure
Not included in the source posting: qualifications.
Skills
Who can apply
The employer didn't state any visa, work authorization, citizenship or clearance requirements in this posting. Confirm with the employer before applying.
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