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.
Success in This Role Looks Like
Meeting or exceeding targets for goal-based customer conversations.
Maintaining high customer satisfaction ratings through empathetic, solution-oriented service.
Demonstrating subject matter confidence across advanced brokerage products.
Acting as a knowledgeable and trusted voice of the customer within Robinhood.
What you bring
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 days of employment if not already held.
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).
