Customer Experience Representative, Active Trader

Role Overview

Join us in building the future of finance. Our mission is to democratize finance for all. We’re building an elite team, applying frontier technologies to the world’s biggest financial problems.

What You Will Do

Support key initiatives aimed at improving customer experience metrics by collaborating with cross-functional teams. Identify and analyze customer issues, providing thorough and effective solutions to enhance customer satisfaction.

Why It Might Be a Fit

We’re looking for bold thinkers, sharp problem-solvers, and builders who are wired to make an impact. You’ll be empowered to help our customers with some of their most complex issues, and empower them to learn and grow as traders.

Requirements

• 1+ years of customer experience within financial services
• Active Series 7 & 63
• Series 3 required in the first 120 days
• 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
• Familiarity with support platforms and CRM tools (e.g. Salesforce)
• Enthusiasm for financial markets, trading platforms, and fintech innovations

Benefits

• 100% paid health insurance for employees with 90% coverage for dependents
• 401(k) matching
• Equity ownership
• Bonus programs
• Employer-paid life & disability insurance
• Fertility benefits
• Mental health benefits
• Time off to recharge including company holidays, paid time off, sick time, parental leave, and more!
• Lifestyle wallet – a highly flexible benefits spending account for wellness, learning, and more
• Access to the Robinhood Employee Fund that gives eligible US employees the opportunity to invest in a private employee fund that provides exposure to Robinhood Ventures funds
• Access to the best AI tools on the market and continuous AI skill-building for every employee, technical or not