Customer Experience Representative (Advanced Services)

Join Robinhood's Customer Experience team as an Advanced Services Representative. In this role, you will assist customers with complex issues related to options trading and margin. You will empower customers to learn and grow as traders, provide feedback to enhance the product and platform, and support key initiatives aimed at improving customer experience metrics. You will also develop subject matter expertise in options and margin trading, utilize customer insights and data analytics, and contribute to internal knowledge bases and training content.

• Identifying and analyzing customer issues related to options trading and margin, providing thorough and effective solutions.
• Developing subject matter expertise in areas such as Options and Margin trading to effectively handle and resolve technical customer queries.
• Collaborating with cross-functional teams to enhance product functionality and customer satisfaction, and providing feedback to business partners.
• Series 3 required in first 90 days
• Bonus if you have series 4
• Active Series 7 & 63
• Familiarity with support platforms and CRM tools (e.g. Salesforce)
• Demonstrated ability to collaborate with cross-functional teams (Product, Compliance, Engineering) to enhance product functionality and customer satisfaction
• Proven track record of effectively handling escalated customers and successfully de-escalating them
• Enthusiasm for financial markets, trading platforms, and fintech innovations
• 3+ years of customer experience within financial services, including at least 1 year working in an active trader role or on a trade desk