About the team + role

The CXR Pathway Program serves as an entry point for diverse talent to build a career in financial services. The CXR Pathway will help you build foundational knowledge and gain confidence to attain the required FINRA SIE, Series 7 and Series 63 licenses to become a registered broker alongside your cohort. We demonstrate radical customer focus related to a range of needs from simplistic to complex through chat, email, and phone channels.

As a member of this team, you'll be the company's voice and will use exceptional empathy and product expertise to ensure our users feel understood and valued. Your job is not only to help our customers, but to help us learn as a company from each interaction, so that we can make our customers' experience using our products as seamless as possible.

This application is for our early talent with an anticipated start date in January. We are looking for recent graduates or entry level professionals who have customer facing experience that are interested in becoming a Registered Representative through Robinhood's licensing and training program.

The role is located in the office location(s) listed on this job description which will align with our in-office working environment. Please connect with your recruiter for more information regarding our in-office philosophy and expectations.

What you’ll do

• CXR Pathway Program Outline:

1. Introduction to Licensing (with paid study time)
2. Foundational Training & Proficiency
3. Completion of Licensing
4. Registered Representative Training & Proficiency
5. Team Alignment & Production, which will include the following:

• Delivering an outstanding customer experience for customers through chat, email, and phone channels
• Driving continuous improvement to delight customers by acting as the voice of the customer by identifying and communicating improved ways to serve our customers
• Growing your financial services expertise as you develop proficiency in a range financial concepts

What you bring

• Self-starter and ambitious learner who is comfortable with a fast-paced, evolving customer support landscape and embraces skill development through coaching, feedback, and goal setting
• Bachelor’s degree or experience working in the financial services industry is preferred
• Ready to demonstrate commitment and resilience over ~20 weeks to achieve both licensing completion and Registered Representative proficiency
• Able to exercise independent thought and judgment, adapt to new tasks, and able to prioritize tasks in a multi-task environment
• Excellent written and verbal communication skills with a passion to support customers through various channels
• Effectiveness and willingness to adapt to CX experience delivery through phone and written channels
• Ability to quickly defuse customer anxiety through exceptional customer service skills
• Schedule flexibility as we evolve to meet the growing demands of our customers (future shift assignment may include evenings and weekend hours)
• Existing FINRA licenses are preferred
• Experience working in a customer support environment is preferred