Customer Experience Representative, Active Trader
Join us in building the future of finance.
About the team + role
Shifts actively recruiting for by most needed
- Remote-Overnights
- In-office Day Shift
- Remote- Mid Shift
This role is based in our Chicago, IL, Denver, CO, and Westlake, TX offices, with in-person attendance expected 5 days per week during the 9-week onboarding period. After onboarding, in-person attendance is expected 3 days every week.
At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams.
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
- Best in class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents
- 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.
In addition to the base pay range listed below, this role is also eligible for bonus opportunities + benefits.
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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