Customer Experience Representative, Concierge
Skills
- Proficiency in multi-leg options strategies, margin trading, cryptocurrencies, and futures.
- Strong verbal and written communication skills capable of explaining complex topics clearly.
- Experience in customer advocacy and financial literacy.
- Adaptability and self-motivation in a fast-paced, evolving environment.
Responsibilities
- Provide exceptional support to high-value clients resolving complex issues efficiently and empathetically.
- Conduct personalized goal-oriented conversations to understand and support customers' financial journeys.
- Offer clear, compliant guidance on investment products and strategies including multi-leg options, margin, crypto, and futures.
- Serve as a trusted contact helping customers navigate complex financial tools.
- Consistently deliver high customer satisfaction measured by feedback.
- Share insights from customer interactions to improve products and services.
- Collaborate with peers to enhance outreach strategies and workflows.
Education
- FINRA Series 7 and 63 licenses (required).
- Experience at a brokerage or licensed financial services environment.
Benefits
- Market competitive and pay equity-focused compensation.
- 100% paid health insurance for employees; 90% coverage for dependents.
- Annual lifestyle wallet for wellness, learning, and development.
- Family forming and fertility benefits.
- Dedicated mental health support.
- Generous paid time off including holidays, sick leave, and parental leave.
- Lively office environment with catered meals and commuter benefits.
Average salary estimate
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Robinhood is a leading financial services company headquartered in Menlo Park, California. The company was founded in 2013 and currently has 23.9 million funded customers, 13.7 million monthly active users, and $130 billion in assets under custody.
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