Remote Overnight Brokerage Concierge

Rainfall Ventures

Westlake (OH)

Hybrid

USD 47,000 - 55,000

Full time

9 days ago
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Benefits offered by this job

Health insurance
Life & disability insurance
Fertility benefits
Mental health benefits
401(k) matching
Time off & holidays
Office meals & events

Job summary

Robinhood is seeking a Concierge Desk Representative to empower our most active customers with complex issues and proactive engagement. You’ll build long-lasting relationships by educating customers and addressing early indicators of problems, delivering empathetic and product-savvy support.

The role supports Denver, CO and Westlake, TX offices with in-person onboarding for 5 days per week, then remote shifts with overnights at least 5 days a week.

Qualifications

  • 3+ years of experience at a brokerage or licensed financial services environment.
  • FINRA Series 7 and 63 required.
  • Series 3 and Series 66 preferred and must be obtained within a specified timeframe after employment.
  • Strong proficiency with multi-leg options, margin, crypto, and futures.
  • Excellent verbal and written communication; able to translate complex topics clearly.
  • Experience with CRM tools and feedback systems (e.g., Salesforce, Slack).

Responsibilities

  • Provide exceptional support to high-value clients by resolving complex issues promptly with empathy.
  • Conduct personalized, goal-oriented conversations to understand customers' financial journeys.
  • Offer clear, compliant guidance across investment products and strategies.
  • Serve as a trusted point of contact for complex tools including multi-leg options, margin, crypto, and futures.
  • Maintain high customer satisfaction with measurable feedback.
  • Share insights from interactions to improve products and services.
  • Collaborate with peers to optimize outreach and support workflows.

Skills

Communication
Empathy
Customer advocacy
Adaptability
CRM experience

Tools

Salesforce
Slack

Job description

Robinhood is seeking a Concierge Desk Representative to empower our most active customers with complex issues and proactive engagement. You’ll build long-lasting relationships by educating customers and addressing early indicators of problems, delivering empathetic and product-savvy support.

The role supports Denver, CO and Westlake, TX offices with in-person onboarding for 5 days per week, then remote shifts with overnights at least 5 days a week.

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