Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy, and consent to receive emails from Rise
Jobs / Job page
Customer Experience Representative, Concierge image - Rise Careers
Job details

Customer Experience Representative, Concierge - job 1 of 2

Robinhood is a consumer finance company on a mission to democratize finance for all. The Concierge Customer Experience Representative will support the company’s most active and high-value customers by resolving complex account and trading issues, proactively engaging customers to add value, and feeding product insights back to internal teams. This role requires deep product knowledge, strong empathy, and experience working in licensed brokerage environments.

Skills

  • 3+ years in a brokerage or licensed financial services environment.
  • Active FINRA Series 7 and Series 63 licenses (required).
  • Proficiency with multi-leg options strategies, margin trading, cryptocurrencies, and futures.
  • Excellent verbal and written communication with the ability to simplify complex topics.
  • Experience with CRM tools and collaboration platforms (e.g., Salesforce, Slack).
  • Strong customer advocacy and relationship-building skills.

Responsibilities

  • Resolve complex issues for high-value customers efficiently and empathetically.
  • Conduct personalized, goal-oriented conversations to understand and support customers' financial objectives.
  • Provide compliant guidance across brokerage products including multi-leg options, margin, crypto, and futures.
  • Proactively reach out to engaged customers to educate, add value, and address early indications of problems.
  • Capture and share customer insights and recurring themes with product and operations teams.
  • Collaborate with peers to optimize outreach strategies and support workflows and meet team targets.

Education

  • No specific degree required—focus on relevant brokerage/financial services experience and licenses.
  • FINRA Series 7 and Series 63 required; additional licensing as noted in role expectations.

Benefits

  • Performance-driven compensation including bonus opportunities, equity, and 401(k) matching.
  • 100% paid health insurance for employees, with dependent coverage (varies by region).
  • Lifestyle wallet for wellness, learning, and flexible spending.
  • Employer-paid life & disability, fertility and mental health benefits.
  • Comprehensive time off including paid time off, sick time, parental leave, and company holidays.
  • Catered office meals, events, and a designed in-person office experience.
To read the complete job description, please click on the ‘Apply’ button

Average salary estimate

$76076 / YEARLY (est.)
min
max
$68952K
$83200K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

Similar Jobs
Photo of the Rise User

Provide essential front-desk, scheduling, and registration support for Shore Regional Health’s Women’s Care clinics across the Eastern Shore, ensuring excellent patient experience and accurate administrative workflows.

Posted 22 hours ago

Serve Portland residents as an Eligibility Worker at ODHS, performing eligibility determinations, client interviews, and case documentation while supporting equitable access to public benefits.

Photo of the Rise User

FMG Suite is hiring a detail-oriented Customer Success Coordinator to support remote subscriber onboarding and website builds using our CMS and CRM tools.

Photo of the Rise User

Emory Healthcare is hiring a Patient Services Coordinator I to provide welcoming, accurate front-desk registration and administrative support for clinical appointments at its Decatur location.

Provide empathetic, accurate emergency roadside assistance as a remote Customer Service Representative for AAA The Auto Club Group, coordinating service providers and guiding members through stressful situations.

Provide front-desk patient support for Prime Healthcare's OBGYN practice in Joliet, handling scheduling, check-ins, and interdepartmental communication.

Photo of the Rise User
Posted 17 hours ago
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Transparent & Candid
Growth & Learning
Fast-Paced
Collaboration over Competition
Take Risks
Friends Outside of Work
Passion for Exploration
Customer-Centric
Reward & Recognition
Feedback Forward
Rapid Growth
Medical Insurance
Paid Time-Off
Maternity Leave
Mental Health Resources
Equity
Paternity Leave
Fully Distributed
Flex-Friendly
Some Meals Provided
Snacks
Social Gatherings
Pet Friendly
Company Retreats
Dental Insurance
Life insurance
Health Savings Account (HSA)

Provide specialized, high-touch support and resolution for complex selling partner escalations on Amazon's CWS team, balancing seller needs with business constraints.

Photo of the Rise User
Posted 4 hours ago

FNBO is seeking an Instant Issuance Support Agent to provide hardware support, audits, troubleshooting and timely data entry for partner locations on a hybrid remote/onsite schedule.

Photo of the Rise User
Posted 14 hours ago

Halcyon, a remote-native ransomware-focused security startup, is hiring a Senior Technical Support Engineer to manage high-severity escalations and resolve complex Windows, Linux, and macOS issues for enterprise customers.

Posted 12 hours ago

Provide phone-based technical and product support for Snap-on Diagnostics customers from our Lincolnshire call center, combining troubleshooting, sales support, and excellent customer care.

Photo of the Rise User
Posted 6 hours ago

Support TrueLark’s customer growth from our Palo Alto office by coordinating pilots, managing client communications, and ensuring flawless account execution as a Customer Success Specialist at Weave.

Photo of the Rise User
Humana Hybrid Rice Lake, WI
Posted 2 hours ago

Humana/Inclusa is hiring a field-based Care Coach to manage and coordinate member care, perform assessments, and connect members with community resources to support optimal wellness.

Photo of the Rise User
ChiroCat Hybrid No location specified
Posted 10 hours ago

Provide expert, compassionate frontline support for ChiroCat's chiropractic software, turning complex problems into clear solutions and helping offices succeed.

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.

25 jobs
MATCH
Calculating your matching score...
BADGES
Badge ChangemakerBadge Family FriendlyBadge Flexible CultureBadge Work&Life Balance
CULTURE VALUES
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Dare to be Different
Reward & Recognition
Fast-Paced
BENEFITS & PERKS
Maternity Leave
Paternity Leave
Medical Insurance
Dental Insurance
Vision Insurance
Mental Health Resources
Life insurance
Disability Insurance
Health Savings Account (HSA)
Flexible Spending Account (FSA)
401K Matching
Paid Holidays
Paid Sick Days
Paid Time-Off
Learning & Development
Social Gatherings
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
SALARY RANGE
$68,952/yr - $83,200/yr
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
August 21, 2025
Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!