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Robinhood’s Customer Experience team is committed to providing outstanding service to our customers -- many of whom are investing for the first time. At the heart of this effort is our team of dedicated licensed, advanced services representatives, who serve as the voice of our most valuable customers and help resolve issues quickly, efficiently and with empathy. In your role as a Customer Experience Manager - Concierge Desk, you will lead a team of highly-knowledgeable registered representatives as they assist our top customer, power-user base as they continue to seek their individual financial goals. You may be required to work nights and weekends to support our customers.
Job Responsibility:
Lead 12-15 licensed Concierge Desk team members to produce outstanding results and improve their own skills
Develop agents to become proficient in value-added conversations and proactive up-selling via outreach
Coach and mentor your team, assisting in their professional development and helping them achieve top asset growth metrics and high quality standards
Provide service in a live-support, proactive outreach environment
Cultivate a culture of professionalism, customer advocacy, personal development, and regulatory compliance on your team and beyond
Serve as a trusted point of contact for our most teams assisting our most active traders. This role team assists the most sophisticated subject areas of our operations: Options trading, Margin, Equities trading, and Day Trade regulations, as well as general account servicing needs
Interact frequently with our Middle-Office, Back-Office, Risk, and Compliance teams
Work with your team to recognize patterns of customer inquiries so that the underlying issue can be documented and eliminated by our engineering teams
Leverage problem solving skills to assist the team in identifying and creating unique solutions for customers
Handle customer issues and escalation from your team
Leverage good business acumen and judgment to assist in negotiations and earning business
Requirements:
FINRA Series 7, 63 and 24 or 9/10 Licenses
Bachelor’s Degree from an accredited institution
4+ years experience in customer-facing operations, either at a respected mid-stage startup or a retail broker-dealer
4+ years experience managing customer-facing teams, preferably with a sales and/or advisory work
Strong management toolkit with a reputation for leaving thriving employees in your wake
Principled integrity and strong dedication to professionalism
Experience in a high-paced proactive environment
Strong understanding of customer profitability to help craft unique solutions
What we offer:
Performance driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching
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