Customer Experience Representative, Active Trader

Robinhood; Bellevue (WA); On-site; USD 38,572 - 46,838; Full time

Benefits offered by this job

Health insurance

401(k) matching

Equity ownership

Flexible benefits

Job summary

Robinhood is seeking a Customer Experience Representative, Active Trader, to assist our fast-growing user base with complex issues in options trading and margin. You will act as the voice of the customer, delivering empathetic support and leveraging product expertise to drive better outcomes.

You'll work across teams to analyze issues, learn area-specific topics, and help shape knowledge bases while ensuring regulatory compliance and rapid issue resolution.

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 within 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 de-escalating them.
• Familiarity with support platforms and CRM tools (e.g., Salesforce).
• Enthusiasm for financial markets, trading platforms, and fintech innovations.

Responsibilities

• Support key 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 areas such as Options and Margin trading to effectively handle and resolve technical customer queries.
• Utilize customer insights and data analytics to identify trends, elevate findings, and propose customer-centric solutions.
• Contribute to internal knowledge bases, training content, and onboarding processes to improve team readiness and effectiveness.
• Address escalated customer issues, ensuring swift resolution while balancing business integrity and regulatory compliance.
• Engage in continuous learning and actively participate in team-driven process improvements.
• Provide customer support for Event Contracts upon obtaining Series 3 licensure, leveraging strong derivatives and risk management expertise.

Skills

Financial services experience

Active Series 7 & 63

Series 3 within 120 days

Cross-functional collaboration

Customer support

CRM tools

Options trading knowledge

Problem solving

Tools

Salesforce

Job description

Customer Experience Representative, Active Trader

Chicago, IL; Denver, CO; Westlake, TX

Join us in building the future of finance.

Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading.

About the team + role

Robinhood's Customer Experience team is committed to providing an outstanding customer experience. In your role as an Advanced Services Representative, you will be empowered to help our customers with some of their most complex issues. In particular, your work will focus primarily on options trading and margin related issues experienced by our fast‑growing customers. Your job is not only to help our customers with the issues they encounter, but empower them to learn and grow as traders. You will also play a critical role in providing feedback to business partners that help further enhance our product and platform, improving the customer experience.

As an Advanced Services Representative, you'll be the company's voice and will use exceptional empathy and product expertise to ensure our users feel understood and valued. Your mission will be to solve customer issues efficiently and effectively. Self‑starters who spot and solve problems thrive at Robinhood, and you'll have a special role as the voice of our customers.

Shifts actively recruiting for by most needed:

• Remote‑Overnights
• In‑office Day Shift
• Remote‑Mid Shift

This role is based in our Chicago, IL, Denver, CO, and Westlake, TX offices, with in‑person attendance expected 5 days per week during the 9‑week onboarding period. After onboarding, in‑person attendance is expected 3 days every week.

At Robinhood, we believe in the power of in‑person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high‑performing teams.

Applications for this role will be accepted through ongoing. Please connect with your recruiter for more information about this role’s application window.

What you’ll do

• Support key 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 areas such as Options and Margin trading to effectively handle and resolve technical customer queries.
• Utilize customer insights and data analytics to identify trends, elevate findings, and propose customer‑centric solutions.
• Contribute to internal knowledge bases, training content, and onboarding processes to improve team readiness and effectiveness.
• Address escalated customer issues, ensuring swift resolution while balancing business integrity and regulatory compliance.
• Engage in continuous learning and actively participate in team‑driven process improvements.
• Provide customer support for Event Contracts upon obtaining Series 3 licensure, leveraging strong derivatives and risk management expertise.

What you bring

• 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 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.

What we offer

• Challenging, high‑impact work to grow your career.
• Performance‑driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching.
• Best‑in‑class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents.
• Lifestyle wallet – a highly flexible benefits spending account for wellness, learning, and more.
• Employer‑paid life & disability insurance, fertility benefits, and mental health benefits.
• Time off to recharge including company holidays, paid time off, sick time, parental leave, and more!
• Exceptional office experience with catered meals, events, and comfortable workspaces.

In addition to the base pay range listed below, this role is also eligible for bonus opportunities + benefits.

Base pay for the successful applicant will depend on a variety of job‑related factors, which may include education, training, experience, location, business needs, or market demands. The expected base pay range for this role is based on the location where the work will be performed and is aligned to one of three compensation zones. For other locations not listed, compensation can be discussed with your recruiter during the interview process.

Base Pay Range:

Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC)

$28.10 – $34.50 USD

Zone 2 (Denver, CO; Westlake, TX; Chicago, IL)

$28.10 – $34.50 USD

Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL)

$27.20 – $33.45 USD

Click here to learn more about our Total Rewards, which vary by region and entity.

If our mission energizes you and you’re ready to build the future of finance, we look forward to seeing your application.

Equal Employment Opportunity Information

At Robinhood, we care deeply about diverse representation in our workforce as it supports our mission to democratize finance for all. In support of this goal, we encourage applicants to voluntarily identify demographic information. This information helps us to continue building a more inclusive workplace and to ensure effective recruiting programs that are inclusive of individuals across all backgrounds.

Self‑identifying in this section is completely voluntary and if you choose not to provide any information, please select the “I don't wish to answer” option under that question. Whatever your decision, data that you provide in this section will not be considered in the hiring process or thereafter. Individuals seeking employment at Robinhood are considered without regard to race, color, religion, national origin, age, sex, sexual orientation, marital status, ancestry, physical or mental disability, neurodivergence, veteran status, gender identity or expression, or any other characteristic protected by law.

Robinhood provides equal opportunity for all applicants, offers reasonable accommodations upon request, and complies with applicable equal employment and privacy laws. Inclusion is built into how we hire and work—welcoming different backgrounds, perspectives, and experiences so everyone can do their best. Please review the Privacy Policy for your country of application.