Customer Experience Representative, Derivatives

📋 Description

• Resolve customer issues on options, margin, and futures outrights. Later expand to other derivatives.
• Support Event Contracts after Series 3 licensure.
• Identify potential customer or firm risk and explain clearly.
• Use Salesforce and Twilio to respond to derivatives customers.
• Help customers navigate the Robinhood app and futures products with clear explanations.
• Assist with closing trades and risk management for customers.

🎯 Requirements

• Active FINRA Series 7, 63, and 3 licensure.
• Minimum 3 years of professional trade desk experience.
• Demonstrated results supporting customers in advanced trading.
• Ability to break down positions in futures and options.
• Assess risk and mitigate when needed.
• Excellent interpersonal and communication skills.

🎁 Benefits

• Market-competitive pay and equity.
• 100% paid health insurance for employees and 90% for dependents.
• Lifestyle wallet for wellness and development.
• Lifetime maximum benefit for fertility and family benefits.
• Mental health support for employees and dependents.
• Generous time off, holidays, PTO, and parental leave.