Customer Experience Representative, Concierge

Robinhood Markets Inc

Chicago, IL, US
Base: $34-$40 usd ph; bonus/equity: eligible for b...
On-site
3+ years brokerage experience
Finra series 7 and 63 licenses
Multi-leg options strategies expertise
The role involves providing exceptional support to high-value clients by resolving complex issues efficiently while demonstrating deep empathy

Job Summary

  • The role involves providing exceptional support to high-value clients by resolving complex issues efficiently while demonstrating deep empathy.
  • Employees will serve as a trusted point of contact for customers navigating advanced financial tools including multi-leg options, margin, crypto, and futures.
  • The company offers best-in-class benefits including 100% paid health insurance for employees and performance-driven compensation with equity ownership.

Matching Summary

The role involves providing exceptional support to high-value clients by resolving complex issues efficiently while demonstrating deep empathy.

Salary

Base: $34-$40 USD per hour; Bonus/Equity: Eligible for bonus opportunities and equity ownership; Benefits: 100% paid health insurance, 401(k) matching, lifestyle wallet

Skills & Requirements

Must-have

  • 3+ years brokerage experience
  • FINRA Series 7 and 63 licenses
  • Multi-leg options strategies expertise
  • Margin trading knowledge
  • Cryptocurrency and futures proficiency

Nice-to-have

  • FINRA Series 3 and 66 licenses
  • Salesforce CRM proficiency
  • Empathetic communication style
  • Proactive customer engagement
  • Fast-paced environment adaptability

Key Requirements

  • 3+ years at a brokerage or licensed financial services environment
  • Required FINRA Series 7 and 63 licenses
  • Preferred FINRA Series 3 and 66 licenses (must obtain within days)
  • Solid proficiency in multi-leg options, margin, crypto, and futures
  • Experience with CRM tools like Salesforce

Work Rights

Not specified

Tailored Resume

Cover Letter