Overnight Concierge: Elite Customer Experience (Remote)

Robinhood

Quinte West

Hybrid

CAD 99,000 - 117,000

Full time

5 days ago
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Benefits offered by this job

Health insurance
401(k) matching
Equity ownership
Flexible benefits spending account

Job summary

Robinhood is seeking a Concierge Desk Representative to empower our most active customers with complex issues, education, and proactive engagement. You will solve issues efficiently, build long-term relationships, and act as the voice of the customer across advanced brokerage products in a fast-paced environment.

You will collaborate with cross-functional teams, work toward high customer satisfaction scores, and adapt to evolving financial tools and strategies while maintaining empathy and

Qualifications

  • 3+ years of experience at a brokerage or within a licensed financial services environment.
  • FINRA Series 7 and 63 licenses required.
  • FINRA Series 3 and 66 licenses preferred and must be obtained if not held.
  • Proficiency in multi-leg options, margin trading, cryptocurrencies, and futures.
  • Excellent verbal and written communication skills.
  • Passionate about customer advocacy and building relationships.
  • CRM tools experience (Salesforce, Slack).

Responsibilities

  • Provide exceptional support to high-value clients by resolving complex issues with empathy.
  • Conduct personalized, goal-oriented conversations to understand financial journeys.
  • Provide clear guidance across investment products and strategies.
  • Serve as a trusted contact for complex tools including multi-leg options, margin, crypto, and futures.
  • Consistently deliver high customer satisfaction and gather feedback.
  • Share insights from interactions to improve products and services.
  • Collaborate with peers to optimize outreach strategies and workflows.

Skills

Brokerage experience
Options trading
Margin trading
Cryptocurrency
Futures
Communication
CRM tools

Education

FINRA Series 7
FINRA Series 63
FINRA Series 3
FINRA Series 66

Tools

Salesforce
Slack

Job description

Robinhood is seeking a Concierge Desk Representative to empower our most active customers with complex issues, education, and proactive engagement. You will solve issues efficiently, build long-term relationships, and act as the voice of the customer across advanced brokerage products in a fast-paced environment.

You will collaborate with cross-functional teams, work toward high customer satisfaction scores, and adapt to evolving financial tools and strategies while maintaining empathy and

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