Customer Experience Representative, Active Trader

Robinhood Robinhood · Fintech · Chicago, IL +2 · Customer Care

Robinhood is hiring an Advanced Services Representative to handle complex customer issues related to options trading and margin. The role involves providing exceptional customer experience, identifying and analyzing customer issues, developing subject matter expertise, and contributing feedback to improve the product and platform. The representative will also handle escalated customer issues, ensure regulatory compliance, and support event contracts upon obtaining Series 3 licensure.

What you'd actually do

  1. Support key initiatives aimed at improving customer experience metrics (ASAT, QA) by collaborating with cross-functional teams.
  2. Identify and analyze customer issues, providing thorough and effective solutions to enhance customer satisfaction.
  3. Develop subject matter expertise in areas such as Options and Margin trading to effectively handle and resolve technical customer queries.
  4. Utilize customer insights and data analytics to identify trends, escalate findings, and propose customer-centric solutions.
  5. Contribute to internal knowledge bases, training content, and onboarding processes to improve team readiness and effectiveness.

Skills

Required

  • 1+ years of customer experience within financial services
  • Active Series 7 & 63
  • Demonstrated ability to collaborate with cross-functional teams
  • Proven track record of effectively handling escalated customers
  • Familiarity with support platforms and CRM tools

Nice to have

  • interest in working with active traders or on a trade desk
  • Willingness to learn options and margins
  • Series 4
  • Enthusiasm for financial markets, trading platforms, and fintech innovations.

What the JD emphasized

  • options trading
  • margin trading
  • regulatory compliance