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Customer Experience Representative, Concierge

robinhood· 155 open roles

Location TBD On-siteFull-time3 days ago
Salary
$70,880 - $83,200
Experience
Mid
Job Type
Full-time
Posted
3 days ago
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About This Role

The Customer Experience Representative, Concierge at Robinhood provides exceptional support to high-value clients, resolving complex issues efficiently while demonstrating empathy and a deep understanding of their needs. This role is based in Chicago, IL, Denver, CO, or Westlake, TX, and requires in-person attendance. The representative will conduct personalized conversations with customers, provide clear guidance across investment products, and serve as a trusted point of contact. The goal is to deliver high customer satisfaction and share insights to improve products and services.

Key ResponsibilitiesAI-extracted

  • 1
    Provide exceptional support to high-value clients by resolving complex issues efficiently
  • 2
    Conduct personalized, goal-oriented conversations with customers to understand and support their financial journeys
  • 3
    Serve as a trusted point of contact for customers navigating complex financial tools
  • 4
    Share insights and themes from customer interactions with internal teams to improve products and services
  • 5
    Collaborate with peers to optimize outreach strategies and support workflows

RequirementsAI-extracted

  • 3+ years of experience at a brokerage or within a licensed financial services environment
  • FINRA Series 7 and 63 required, with Series 3 and 66 licenses preferred
  • Solid proficiency in multi-leg options strategies, margin trading, cryptocurrencies, and futures
  • Excellent verbal and written communication skills
  • Passionate about customer advocacy, financial literacy, and building long-term relationships

Perks & BenefitsAI-extracted

Performance-driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching
Best-in-class benefits, including 100% paid health insurance for employees and 90% coverage for dependents
Typically: paid time off, sick time, parental leave, and mental health benefits
Typically: opportunities for career growth and professional development
Typically: a highly flexible benefits spending account for wellness, learning, and more

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