Customer Experience Representative, Robinhood
Concierge
$34 - $40 USD + Bonus programs & equity ownership
More information about location
3-5 days a week in office
Commission-free stock trading & investing app
Be an early applicant
Commission-free stock trading & investing app
1001+ employees
Be an early applicant
$34 - $40 USD + Bonus programs & equity ownership
More information about location
3-5 days a week in office
1001+ employees
Company mission
To democratize finance for all.
Role
Who you are
- 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)
What the job involves
- Robinhood's Customer Experience team is committed to providing an outstanding customer experience. In your role as a Concierge Desk Representative, you will be empowered to help our most active customers with some of their most complex issues and seek to develop long lasting relationships
- In particular, your work will strive to resolve all issues experienced by our most engaged customers. Your job is not only to help our customers with the issues they encounter, but to proactively engage this subset of customers to educate, add value, and attempt to address early indications of problems
- You will help us learn as a company from each interaction, so that we can make our customer's experience, using our products, as seamless as possible
- As a Representative for the Concierge team, 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, while proactively connecting with them throughout the day
- 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
- Success in This Role Looks Like:
- Meeting or exceeding targets for goal-based customer conversations
- Maintaining high customer satisfaction ratings through empathetic, solution-oriented service
- Demonstrating subject matter confidence across advanced brokerage products
- Acting as a knowledgeable and trusted voice of the customer within Robinhood
Application process
- Applications for this role will be accepted ongoing. Please connect with your recruiter for more information about this role’s application window
Our take
For years, traditional brokers ruled the share trading realm, charging hefty fees that locked out everyday investors. Robinhood emerged as a disruptor, offering commission-free trading and opening the door to a new generation. Since then, expectations have continued to evolve, with investors looking not just to lower costs, but for simpler tools, clearer information, and guidance that makes the market easier to understand.
Robinhood was built to meet those changing expectations, designed from the start as a mobile-first platform that makes investor more accessible and less intimidating for people at every stage of their financial journey. Through its app, users can trade stocks and other financial instruments while benefiting from a clean interface and built-in educational support, helping them move from curiosity to confidence without unnecessary complexity.
Recently, Robinhood has strenghtned its impact too, particularly in the UK. With the launch of AI-powered Digests within its Robinhood Cortex assistant that helps users understand what's driving stock movements in plain English, while upcoming options trading and expanded educational resources add flexibility and depth. Together, these steps position Robinhood as a platform evolving alongside its users, blending technology and education to stay ahead in an ever-changing investment landscape.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 13 rounds)
Feb 2021
$2.4bn
CONVERTIBLE
Jan 2021
$1bn
LATE VC
Total funding: $5.6bn
Company HQ
Downtown Menlo Park, Menlo Park, CA
Leadership
Vlad Tenev
(Co-Founder, CEO & Chairman)Studied Mathematics at Stanford University, where they met Baiju. Dropped out of a PhD to start Robinhood. Alongside Robinhood, Vlad is also the co-founder and Executive Chairman of Harmonic.
Baiju B.
(Co-Founder)Studied Mathematics and Physics at Stanford University, where they met their Vlad and co-founded Robinhood in 2012. Baiju is also the Founder and CEO of Aetherflux.
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