Remote Options & Margin Support Specialist

Robinhood; Chicago, Denver (IL, CO); Hybrid; USD 39,000 - 48,000; Full time

Benefits offered by this job

Health insurance, 100% employer

401(k) matching

Equity ownership

Catered meals and office perks

Job summary

Robinhood is hiring an Advanced Services Representative in the Customer Experience team to support complex options trading and margin-related issues for active traders. You will help customers learn and grow as traders, while providing feedback to improve the product and platform.

The role requires Series 7 & 63, with Series 3 within 120 days, and collaboration with Product, Compliance, and Engineering to enhance functionality. Office attendance is needed in Chicago, IL, with remote shifts later.

Qualifications

• 1+ years of customer experience in financial services.
• Willingness to learn options and margins.
• Active Series 7 and 63.
• Series 3 required within 120 days.
• Collaborate with Product, Compliance, Engineering to enhance product functionality.
• Proven ability to handle escalated customers and de-escalate them.

Responsibilities

• Support initiatives to improve customer experience metrics (ASAT, QA) with cross-functional teams.
• Identify and analyze customer issues, provide thorough solutions.
• Develop subject matter expertise in Options and Margin trading to handle queries.
• Use customer insights to identify trends, escalate findings, and propose customer-centric solutions.
• Contribute to internal knowledge bases, training content, and onboarding processes.
• Address escalated customer issues, ensuring swift resolution while maintaining regulatory compliance.
• Engage in continuous learning and team-driven process improvements.
• Provide customer support for Event Contracts after Series 3 licensure.

Skills

Active Series 7

Active Series 63

Cross-functional collaboration

Deal with escalated customers

Tools

Salesforce

Job description

Robinhood is hiring an Advanced Services Representative in the Customer Experience team to support complex options trading and margin-related issues for active traders. You will help customers learn and grow as traders, while providing feedback to improve the product and platform.

The role requires Series 7 & 63, with Series 3 within 120 days, and collaboration with Product, Compliance, and Engineering to enhance functionality. Office attendance is needed in Chicago, IL, with remote shifts later.