Customer Experience Representative

Join a leading fintech company that’s democratizing finance for all.

Robinhood Markets was founded on a simple idea: that our financial markets should be accessible to all. With customers at the heart of our decisions, Robinhood and its subsidiaries and affiliates are lowering barriers and providing greater access to financial information. Together, we are building products and services that help create a financial system everyone can participate in.

With growth as the top priority...

The business is seeking curious, growth-minded thinkers to help shape our vision, structures and systems; playing a key-role as we launch into our ambitious future. If you’re invigorated by our mission, values, and drive to change the world — we’d love to have you apply.

About the team + role

Robinhood's Customer Experience team is committed to providing an outstanding customer experience. In your role as an Advanced Services Representative, you will be empowered to help our customers with some of their most complex issues. In particular, your work will focus primarily on options trading and margin related issues experienced by our fast-growing customers. Your job is not only to help our customers with the issues they encounter, but empower them to learn and grow as traders. You will also play a critical role in providing feedback to business partners that help further enhance our product and platform, improving the customer experience.

As an Advanced Services Representative, 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. Self-starters who spot and solve problems thrive at Robinhood, and you'll have a special role as the voice of our customers.

We are hiring for multiple shifts that span 24x7 ensuring we are available for our customers when they need us. Overtime opportunities may be available. During extreme business needs, overtime could be mandated.

• Remote-Overnights
• In-office Day Shift 

The role is located in the office location(s) listed on this job description which will align with our in-office working environment. Please connect with your recruiter for more information regarding our in-office philosophy and expectations.

What you’ll do

• Deliver an outstanding customer experience by solving customer issues efficiently and effectively with empathy
• Influence customer satisfaction and increase customer loyalty through exceptional conversations via multiple channels
• Communicate with customers using email, chat and phone channels
• Act as the voice of the customer by identifying and communicating customer pain points or opportunities to the product and engineering organization
• Creatively discover ways to improve productivity for the Customer Experience team
• Proactively identify ways to avoid recurrence of customer contacts by recommending changes to improve processes and knowledge articles for customer education
• Display deep subject mastery of complex financial concepts like Equities Trading, Margin, and Options Trading
• Master Robinhood's policies and procedures pertaining to complex customer scenarios and translate them into outstanding customer interactions

What you bring

• Bachelor's Degree from an accredited institution
• FINRA Series 7 and 63 Licenses
• 2+ years experience in a support/service role for a financial services company
• Brings positivity to our ever changing business with an appetite to consume change as we enhance our business
• Ability to provide exceptional service in multiple channels including phone, chat, and email
• Familiarity with financial services and the stock market
• Experience handling and resolving Options related inquiries
• Ability to think critically and apply logical problem-solving skills to isolate and resolve issues
• Strong written and verbal communication skills
• Attention to detail and strong analytical skills
• Must be able to act independently and be self-motivated
• The ability to quickly defuse customer anxiety through exceptional customer service skills
• Strong sense of ownership and responsibility
• Instinct to problem-solve
• Strong critical thinking and analytical skills (e.g. pattern recognition)
• The ability to concisely and accurately communicate complex topics
• Passionate about efficiently helping our customers
• Strongly preferred - mastery of complex financial topics such as Options & Margin
• Strongly preferred - active Series 4 or interest in obtaining a Series 4 and Series 3

What we offer

• Market competitive and pay equity-focused compensation structure
• 100% paid health insurance for employees with 90% coverage for dependents
• Annual lifestyle wallet for personal wellness, learning and development, and more!
• Lifetime maximum benefit for family forming and fertility benefits
• Dedicated mental health support for employees and eligible dependents
• Generous time away including company holidays, paid time off, sick time, parental leave, and more!
• Lively office environment with catered meals, fully stocked kitchens, and geo-specific commuter benefits

We use Covey as part of our hiring and / or promotional process for jobs in NYC and certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on September 19, 2024.

Please see the independent bias audit report covering our use of Covey here.