Customer Experience Representative, Concierge

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

Robinhood is seeking a Customer Experience Representative, Concierge to provide exceptional support to high-value clients, resolve complex issues, and build long-lasting relationships. This role involves proactive customer engagement, education, and sharing insights to improve products and services. Requires experience in financial services, specific licenses (Series 7 and 63 required), and proficiency in options, margin, crypto, and futures.

What you'd actually do

  1. Provide exceptional support to high-value clients by resolving complex issues efficiently, while demonstrating empathy and a deep understanding of their needs.
  2. Conduct personalized, goal-oriented conversations with customers to understand and support their financial journeys.
  3. Provide clear, compliant, and confident guidance across a range of investment products and strategies.
  4. Serve as a trusted point of contact for customers navigating complex financial tools including multi-leg options, margin, crypto, and futures.
  5. Consistently deliver high customer satisfaction, tracked through customer feedback.

Skills

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
  • Experience with CRM tools and feedback systems (e.g., Salesforce, Slack)

Nice to have

  • 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

What the JD emphasized

  • FINRA Series 7 and 63 required
  • multi-leg options strategies, margin trading, cryptocurrencies, and futures