Elite Client Concierge for Financial Markets

Visa Hunt; Chicago (IL); On-site; USD 46,838 - 55,104; Full time

Benefits offered by this job

Best in class benefits

100% paid health insurance for staff

401(k) matching

Job summary

Robinhood is seeking a Concierge Desk Representative to support our most active customers with complex issues and proactive education on investments. You will resolve challenging problems while building long-term relationships and delivering exceptional service in a fast-paced environment.

Based in Chicago, Denver, or Westlake, you will need to travel to offices during onboarding and beyond, with a focus on empathy, product expertise, and customer advocacy within licensing requirements.

Qualifications

• 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).

Responsibilities

• 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.

Skills

Excellent verbal and written comms

Customer advocacy

Adaptable and self-motivated

Education

FINRA Series 7 & 63

Tools

Salesforce

Slack

Job description

Robinhood is seeking a Concierge Desk Representative to support our most active customers with complex issues and proactive education on investments. You will resolve challenging problems while building long-term relationships and delivering exceptional service in a fast-paced environment.

Based in Chicago, Denver, or Westlake, you will need to travel to offices during onboarding and beyond, with a focus on empathy, product expertise, and customer advocacy within licensing requirements.