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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing exceptional client support within financial services, focusing on multi-leg options, margin trading, cryptocurrencies, and futures. Strong communication skills and a commitment to customer advocacy are essential for building long-term relationships and achieving customer satisfaction.
Highest-signal resume keywords
FINRA Series 7FINRA Series 63Multi-Leg Options StrategiesCRM ToolsCustomer Advocacy
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Multi-Leg OptionsMargin TradingCryptocurrenciesFuturesFinancial Literacy
Soft Skills
Excellent CommunicationAdaptabilitySelf-Motivation
Tools & Technologies
SalesforceSlack
Certifications & Qualifications
FINRA Series 7FINRA Series 63FINRA Series 3FINRA Series 66
Industry Keywords
BrokerageFinancial ServicesCustomer SatisfactionInvestment ProductsGoal-Oriented Conversations
About the role
Key responsibilities & impact- Provide exceptional support to high-value clients by resolving complex issues efficiently and empathetically
- Conduct personalized, goal-oriented conversations about customers’ financial journeys
- Provide clear, compliant guidance across investment products and strategies
- Support customers using multi-leg options, margin, crypto, and futures tools
- Deliver high customer satisfaction
- Share customer interaction insights with internal teams to improve products and services
- Collaborate with peers to optimize outreach strategies and support workflows
- Meet or exceed goal-based customer conversation targets
- Act as a trusted voice of the customer within Robinhood
Requirements
What you’ll need- 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 preferred, with required attainment within a specified period if not already held
- Solid proficiency in multi-leg options strategies, margin trading, cryptocurrencies, and futures
- Excellent verbal and written communication skills
- Passion for customer advocacy, financial literacy, and building long-term relationships
- Adaptability and self-motivation in a fast-paced environment
- Experience with CRM tools and feedback systems, such as Salesforce and Slack
Benefits
Comp & perks- Performance driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching
- 100% paid health insurance for employees with 90% coverage for dependents
- Lifestyle wallet for wellness, learning, and more
- Employer-paid life and disability insurance
- Fertility benefits
- Mental health benefits
- Company holidays, paid time off, sick time, and parental leave
- Catered meals, events, and comfortable workspaces
- Challenging, high-impact work to grow your career
