Customer Experience Representative, Concierge jobs in United States
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Robinhood · 21 hours ago

Customer Experience Representative, Concierge

Robinhood is on a mission to democratize finance for all and is seeking a Customer Experience Representative for their Concierge team. This role involves providing exceptional support to high-value clients by resolving complex issues and proactively engaging customers to enhance their experience with financial products.

CryptocurrencyFinTechPrediction MarketsStock ExchangesTrading Platform

Responsibilities

Provide exceptional support to high-value clients by resolving complex issues efficiently, while demonstrating empathy and a deep understanding of their needs
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, tracked through customer feedback
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
Provide customer support for Event Contracts upon obtaining Series 3 licensure, leveraging strong derivatives and risk management expertise

Qualification

FINRA Series 7FINRA Series 63Multi-leg options strategiesMargin tradingCryptocurrenciesFuturesCRM toolsCustomer advocacyCommunicationAdaptability

Required

3+ years of experience at a brokerage or within a licensed financial services environment
FINRA Series 7 and 63 required
Solid proficiency in multi-leg options strategies, margin trading, cryptocurrencies, and futures
Excellent verbal and written communication skills—able to translate complex topics clearly and effectively
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)

Preferred

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

Benefits

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.

Company

Robinhood

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Robinhood is a stock brokerage that allows customers to buy and sell stocks, options, ETFs, and cryptocurrencies with zero commission.

Funding

Current Stage
Public Company
Total Funding
$6.23B
Key Investors
Emergent Fidelity TechnologiesRibbit CapitalD1 Capital Partners
2022-05-13Post Ipo Secondary· $648.29M
2021-07-29IPO
2021-02-01Private Equity· $2.4B

Leadership Team

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Vlad Tenev
Co-Founder, Chairman, CEO
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Kamal Boparai
Engineering Manager, Compliance & Legal Systems + ServiceNow
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Company data provided by crunchbase