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Join us in building the future of finance. Our mission is to democratize finance for all. Robinhood's Customer Experience team is committed to providing an outstanding customer experience. In your role as a Concierge Desk Representative, you will be empowered to help our most active customers with some of their most complex issues and seek to develop long lasting relationships. Your job is not only to help our customers with the issues they encounter, but to proactively engage this subset of customers to educate, add value, and attempt to address early indications of problems. You will help us learn as a company from each interaction, so that we can make our customer's experience, using our products, as seamless as possible. As a Representative for the Concierge team, you'll be the company's voice and will use exceptional empathy and product expertise to ensure our users feel understood and valued. Your mission will be to solve customer issues efficiently and effectively, while proactively connecting with them throughout the day.
Job Responsibility:
Provide exceptional support to high-value clients by resolving complex issues efficiently
Conduct personalized, goal-oriented conversations with customers to understand and support their financial journeys
Provide clear, compliant, and confident guidance across a range of investment products and strategies
Serve as a trusted point of contact for customers navigating complex financial tools including multi-leg options, margin, crypto, and futures
Consistently deliver high customer satisfaction
Share insights and themes from customer interactions with internal teams to improve products and services
Collaborate with peers to optimize outreach strategies and support workflows
Requirements:
3+ years of experience at a brokerage or within a licensed financial services environment
FINRA Series 7 and 63 required
FINRA Series 3 and Series 66 licenses are preferred and must be obtained within a certain amount of days of employment if not already held
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
Adaptable and self-motivated in a fast-paced, constantly evolving environment
Experience with CRM tools and feedback systems (e.g., Salesforce, Slack)
Nice to have:
FINRA Series 3 and Series 66 licenses
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
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