Customer Experience Representative, Derivatives

About This RoleAI processing…

Key Responsibilities

• 1
  Leverage deep product- and subject-matter expertise to resolve customer issues and questions involving options, margin and futures outrights. Later this may expand to other derivative products such as options on futures and forex.
• 2
  Uncover potential customer or firm risk and ability to communicate that to customers in an articulate manner.
• 3
  Utilize our internal tools, including but not limited to: Salesforce and Twilio, to respond to customers in all areas of Options, Futures, and Margin.
• 4
  Leverage knowledge of our Robinhood app, web and futures products in order to assist customers as they navigate our exciting new products and require clear explanations to often technical inquiries.
• 5
  Utilize brokerage acumen and risk management understanding in order to place closing trades for customers when necessary.
• 6
  Research current/future market events and be able to communicate and discuss with customers from a theoretical perspective without providing investment advice.

Requirements

• Active FINRA Series 7, 63, and Series 3 required
• Minimum 3 years in professional trade desk experience
• Demonstrated results supporting customers in advanced trading
• Ability to break down positions in futures and options
• Assess risk and how to mitigate when needed
• Excellent interpersonal skills and communication skills
• Ability to make excellent quick decisions under pressure
• Ability to communicate effectively and de-escalate situations
• Demonstrates subject matter expertise in complex financial services topics including options, margin, and futures
• Ability to concisely and accurately communicate complex topics to our customers
• Schedule flexibility as we evolve to meet the growing demands of our business and customers (working across multiple time zones)

Perks & Benefits