Overnight Remote Customer Experience Representative, Robinhood Concierge

Added
23 days ago
Type
Full time
Salary
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Related skills

futures cryptocurrencies finra series 7 finra series 63 finra series 66
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📋 Description

  • Provide exceptional support to high-value clients by resolving complex issues efficiently, while
  • Conduct personalized, goal-oriented conversations with customers to understand and support their
  • Provide clear, compliant, and confident guidance across a range of investment products and
  • Serve as a trusted point of contact for customers navigating complex financial tools including
  • Consistently deliver high customer satisfaction, tracked through customer feedback.
  • Share insights and themes from customer interactions with internal teams to improve products and

🎯 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
  • 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
  • Passionate about customer advocacy, financial literacy, and building long-term relationships.

🎁 Benefits

  • Challenging, high-impact work to grow your career
  • Performance driven compensation with multipliers for outsized impact, bonus programs, equity
  • Best in class benefits to fuel your work, including 100% paid health insurance for employees with
  • 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!
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