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Customer Experience Representative, Advanced Services

Robinhood
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Hybrid (Chicago, IL; Denver, CO; Westlake, TX)$34k - $40kfull-timePosted 8mo ago

About the role

Robinhood is seeking an Advanced Services Representative to handle complex customer issues with a focus on options trading and margin. The role emphasizes empathy, product expertise, feedback to partners, and contributing to knowledge bases and training. In-person attendance is required at multiple offices, with onboarding 9 weeks onsite and thereafter a reduced in-office cadence.

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, escalate 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

Qualifications

  • 3+ years of customer experience within financial services, including at least 1 year working in an active trader role or on a trade desk.
  • Active Series 7 & 63
  • Bonus if you have Series 3 & 4
  • 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.

Skills

Required:Series 7Series 63Options tradingMargin tradingCustomer support tooling (CRM/Salesforce)
Nice to have:Series 3Series 4

Benefits

  • Challenging, high-impact work to grow your career
  • Performance driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching
  • Top Tier benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents
  • Access to the Robinhood Employee Fund that gives eligible US employees the opportunity to invest in a private employee fund that provides exposure to Robinhood Ventures funds.
  • Access to the best AI tools on the market and continuous AI skill-building for every employee, technical or not.
  • 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.
Last updated Oct 21, 2026. Interested? Apply on the company site.

About Robinhood

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