Advanced Options & Margin Finance Specialist

Rainfall Ventures; Illinois; Hybrid; USD 80,628,000 - 98,857,000; Full time

Benefits offered by this job

Health insurance

Equity

401(k) matching

Catered meals

Parental leave

Job summary

Robinhood is seeking an Advanced Services Representative to assist customers with complex issues, primarily in options trading and margin. You will help educate traders, provide feedback to product teams, and act as the voice of the customer.

The role emphasizes empathy, product expertise, and problem-solving across cross-functional partners. The position is based in Chicago, IL; Denver, CO; or Westlake, TX with in-person onboarding for 9 weeks, followed by remote shifts.

Qualifications

• 1+ years of customer experience within financial services, with interest in working with active traders or on a trade desk.
• Willingness to learn options and margins
• Active Series 7 & 63; Series 3 required in 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 de-escalating them
• Familiarity with support platforms and CRM tools (e.g. Salesforce)
• Enthusiasm for financial markets, trading platforms, and fintech innovations.

Responsibilities

• Support initiatives aimed at improving customer experience metrics (ASAT, QA) by collaborating with cross-functional teams.
• Identify and analyze customer issues, providing thorough and effective solutions to enhance customer satisfaction.
• Develop subject matter expertise in Options and Margin trading to handle and resolve technical queries.
• Use customer insights and data analytics to identify trends and propose customer-centric solutions.
• Contribute to internal knowledge bases, training content, and onboarding processes to improve team readiness.
• Address escalated customer issues, ensuring swift resolution while balancing business integrity and regulatory compliance.
• Engage in continuous learning and participate in team-driven process improvements.
• Provide customer support for Event Contracts upon obtaining Series 3 licensure, leveraging derivatives and risk management expertise

Skills

Customer experience

Financial services

Series 7

Series 63

Series 3

Cross-functional

CRM tools

Trading platforms

Active traders

Tools

Salesforce

Job description

Robinhood is seeking an Advanced Services Representative to assist customers with complex issues, primarily in options trading and margin. You will help educate traders, provide feedback to product teams, and act as the voice of the customer.

The role emphasizes empathy, product expertise, and problem-solving across cross-functional partners. The position is based in Chicago, IL; Denver, CO; or Westlake, TX with in-person onboarding for 9 weeks, followed by remote shifts.