Advanced Trading Support Specialist
Triwill Group
An application made for this job — a tailored resume and cover letter that speak straight to the posting.
Benefits offered by this job
Job summary
Robinhood is seeking an Advanced Services Representative to support customers on complex options and margin trading issues. You will act as the voice of the customer, partnering with Product, Compliance, and Engineering to improve the platform and experience.
The role offers in-person onboarding at multiple offices and then remote night shifts. Candidates should have Series 7 and 63 licenses and a strong commitment to learning and customer care.
Qualifications
- 3+ years of customer experience in financial services.
- Active Series 7 and 63 licensure.
- Experience collaborating with Product/Compliance/Engineering to improve product and customer satisfaction.
Responsibilities
- Support initiatives to improve customer experience metrics (ASAT, QA).
- Identify and analyze customer issues; provide thorough solutions.
- Develop subject matter expertise in Options and Margin trading.
- Use analytics to identify trends and propose customer-centric solutions.
- Contribute to internal knowledge bases and onboarding processes.
- Address escalated customer issues with swift resolution.
- Engage in continuous learning and process improvements.
- Provide support for Event Contracts after Series 3 licensure.
Skills
Tools
Job description
Robinhood is seeking an Advanced Services Representative to support customers on complex options and margin trading issues. You will act as the voice of the customer, partnering with Product, Compliance, and Engineering to improve the platform and experience.
The role offers in-person onboarding at multiple offices and then remote night shifts. Candidates should have Series 7 and 63 licenses and a strong commitment to learning and customer care.
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