Customer Experience Representative, Concierge
Core
Provide exceptional support to high-value clients by resolving complex financial issues and conducting personalized goal-oriented conversations.
Role type
Senior Customer Experience Representative (Concierge)
Builds
Long-lasting relationships with active customers using Robinhood's investment products
Domain
Financial services / Brokerage
Deliverable
client delivery
Required skills
Complex financial product knowledge, Empathy, Goal-oriented communication, CRM proficiency, Compliance adherence
Preferred skills
Multi-leg options strategies, Margin trading, Cryptocurrencies, Futures
Technologies
Salesforce, Slack
Responsibilities
Resolve complex customer issues efficiently, Conduct personalized conversations to support financial journeys, Provide compliant guidance on investment products, Share insights from interactions to improve products, Collaborate on outreach strategies
Seniority
Mid-level, hands-on IC