Customer Experience Representative, Derivatives

📋 Description

• Resolve issues on options, margin and futures; may expand later.
• Identify customer or firm risk and communicate clearly.
• Use Salesforce and Twilio to respond on options, futures, and margin.
• Help customers navigate the Robinhood app, web, and futures with clear explanations.
• Use brokerage acumen to place closing trades when needed.
• Research market events and discuss with customers in theory, without giving advice.

🎯 Requirements

• Active FINRA Series 7, 63, and Series 3 required.
• Minimum 3 years in professional trade desk experience.
• Demonstrated results supporting customers in advanced trading.
• Ability to break down positions in futures and options.
• Assess risk and how to mitigate when needed.
• Demonstrates subject matter expertise in options, margin, and futures.

🎁 Benefits

• 100% paid employee health insurance; dependents 90% covered.
• Annual lifestyle wallet for personal wellness, learning and development.
• Lifetime maximum benefit for family forming and fertility.
• Dedicated mental health support for employees and eligible dependents.
• Generous time away including holidays, PTO, sick time, parental leave, and more!