Provide advanced customer support for options and margin trading, empowering customers as traders.
Collaborate with cross-functional teams to improve customer experience metrics and product functionality.
Handle escalated issues, contribute to knowledge bases, and work overnight shifts after a 9-week in-office onboarding.
Robinhood is a financial services company on a mission to democratize finance for all, using technology to build the future of finance. The company is a high-performing, fast-moving team with ethics at the center, offering challenging work and best-in-class benefits.
Serve as the primary point of contact for clients, handling inquiries and educating on services.
Support onboarding of new clients and process account documentation accurately.
Monitor client account activity and coordinate with custodians and internal teams.
LPL Financial is a wealth management firm that supports financial advisors and institutions. With over 32,000 advisors and $2.3 trillion in assets, it fosters a collaborative and innovative culture.
Respond to customer queries promptly through email, live chat, and phone calls.
Collaborate with various departments to resolve complex issues and escalate when necessary.
Document repetitive issues and create FAQs, user manuals, and tutorials to improve the customer experience.
PrimeXBT is a fintech company specializing in forex and cryptocurrency trading platforms. They offer an international, cross-functional work environment and value performance-based rewards and employee well-being.
Process trade orders, account openings, transfers, and custodial tasks.
Respond to client requests, manage CRM notes/activities, and execute client deliverables after advisor meetings.
Communicate with clients via phone and email regarding scheduling, paperwork, and follow-ups.
Independent financial planning and investment management firm in Tampa, FL. Growing fee-based firm committed to meaningful client relationships and investing in its people, with a culture of work-life balance and teamwork.