Estefani Alcaraz Quevedo

Registered Cx Representative @Robinhood

Provide financial guidance to customers on options trading strategies, risks, and policies to support options traders of all levels • Ensure exceptional customer support by consistently being one of the top performing agents in a department of 600 peers; while ending the 2022 year in the 80th percentile across company productivity and customer satisfaction metrics • Partner with in-house company engineers to improve agent tooling and workflow processes; by identifying gaps in systems, processes, and tooling • Inform customers about rules and regulations with regards to high-risk trading strategies and portfolio tools such as pattern day trading and margin investing to prevent unwanted account restrictions and portfolio risk