Customer Experience Representative, Advanced Services
Skills
- Customer experience within financial services, specifically trade desk or active trader roles.
- Collaboration with Product, Compliance, and Engineering teams.
- Complex data analytics and strategic reporting.
- Managing high-priority escalated customer scenarios balancing compliance.
- Advanced use of support tools, automation platforms, and CRM (e.g., Salesforce).
- Strong communication and customer advocacy skills.
Responsibilities
- Lead initiatives to improve customer experience metrics including ASAT and QA.
- Mentor junior team members and foster a culture of learning.
- Represent Customer Experience in strategic cross-functional meetings.
- Build expertise in options and margin trading to support high-impact interactions.
- Contribute to onboarding and team capability enhancement.
- Drive operational excellence through process innovation and automation.
Education
- Bachelor’s degree preferred but not explicitly stated.
Benefits
- Market competitive and pay equity-focused compensation.
- 100% paid health insurance for employees; 90% coverage for dependents.
- Annual lifestyle wallet for wellness and development.
- Family forming and fertility benefits.
- Dedicated mental health support.
- Generous paid time off including holidays, sick leave, and parental leave.
- Office perks including catered meals and commuter benefits.
Average salary estimate
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Robinhood is a leading financial services company headquartered in Menlo Park, California. The company was founded in 2013 and currently has 23.9 million funded customers, 13.7 million monthly active users, and $130 billion in assets under custody.
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