Business Development Executive – FX & CFDs
SummitNext
Customer Experience Representative, Concierge
Robinhood
full-time
Posted on:
Location Type: Hybrid
Location: Chicago • Colorado, Illinois, Texas • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Provide exceptional support to high-value clients by resolving complex issues efficiently, while demonstrating empathy and a deep understanding of their needs.
- Conduct personalized, goal-oriented conversations with customers to understand and support their financial journeys.
- Provide clear, compliant, and confident guidance across a range of investment products and strategies.
- Serve as a trusted point of contact for customers navigating complex financial tools including multi-leg options, margin, crypto, and futures.
- Consistently deliver high customer satisfaction, tracked through customer feedback.
- Share insights and themes from customer interactions with internal teams to improve products and services.
- Collaborate with peers to optimize outreach strategies and support workflows.
Requirements
- 3+ years of experience at a brokerage or within a licensed financial services environment.
- FINRA Series 7 and 63 required.
- FINRA Series 3 and Series 66 licenses are preferred and must be obtained within a certain amount of days of employment if not already held.
- Solid proficiency in multi-leg options strategies, margin trading, cryptocurrencies, and futures.
- Excellent verbal and written communication skills—able to translate complex topics clearly and effectively.
- Passionate about customer advocacy, financial literacy, and building long-term relationships.
- Adaptable and self-motivated in a fast-paced, constantly evolving environment.
- Experience with CRM tools and feedback systems (e.g., Salesforce, Slack).
Benefits
- Challenging, high-impact work to grow your career
- Performance driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching
- Best in class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents
- Lifestyle wallet - a highly flexible benefits spending account for wellness, learning, and more
- Employer-paid life & disability insurance, fertility benefits, and mental health benefits
- Time off to recharge including company holidays, paid time off, sick time, parental leave, and more!
- Exceptional office experience with catered meals, events, and comfortable workspaces.
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
multi-leg options strategiesmargin tradingcryptocurrenciesfutures
Soft skills
empathycustomer advocacyfinancial literacycommunicationadaptabilityself-motivation
Certifications
FINRA Series 7FINRA Series 63FINRA Series 3FINRA Series 66
