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Customer Experience Representative, Advanced Services

robinhood· 35 open roles

Location TBD On-siteFull-time1 weeks ago
Salary
$34 - $40
Experience
Mid
Job Type
Full-time
Posted
1 weeks ago
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About This RoleAI processing…

Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading.

Key Responsibilities

  • 1
    Support key initiatives aimed at improving customer experience metrics (ASAT, QA) by collaborating with cross-functional teams.
  • 2
    Identify and analyze customer issues, providing thorough and effective solutions to enhance customer satisfaction.
  • 3
    Develop subject matter expertise in areas such as Options and Margin trading to effectively handle and resolve technical customer queries.
  • 4
    Utilize customer insights and data analytics to identify trends, escalate findings, and propose customer-centric solutions.
  • 5
    Contribute to internal knowledge bases, training content, and onboarding processes to improve team readiness and effectiveness.
  • 6
    Address escalated customer issues, ensuring swift resolution while balancing business integrity and regulatory compliance.
  • 7
    Engage in continuous learning and actively participate in team-driven process improvements.
  • 8
    Provide customer support for Event Contracts upon obtaining Series 3 licensure, leveraging strong derivatives and risk management expertise

Requirements

  • 3+ years of customer experience within financial services, including at least 1 year working in an active trader role or on a trade desk.
  • Active Series 7 & 63
  • Bonus if you have Series 3 & 4
  • 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.

Perks & 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
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.

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