Account Maintenance Associate

Robinhood • Clearwater, FL

13d • Onsite

About The Position

Robinhood is building an elite team to democratize finance for all, applying frontier technologies to the world’s biggest financial problems. This role is on the Account Maintenance team, whose mission is to build trust with RIAs by delivering a seamless, consistent account onboarding and maintenance experience. As the primary entry point for new customer accounts, the team takes complete end-to-end ownership of every request with speed and accuracy from initiation to resolution. The Account Maintenance Associate will work with a highly motivated team providing timely and accurate execution of new account opening and account maintenance functions. This role requires welcoming challenges, seeking continuous improvement, and eagerness to learn and grow within a dynamic environment. This role is based in the Clearwater, FL office and requires in-person attendance at least 5 days per week.

Requirements

• Outstanding attention to detail and accurate data entry skills.
• Ability to think critically and apply base knowledge of account-related processes to more complex account opening and maintenance requests.
• Exceptional verbal and written communications skills that reflect a high level of integrity.
• The ability to form relationships based on the needs of our advisors and their clients.
• Ability to prioritize and manage time effectively.
• Minimum of 2 years in direct customer service.
• Minimum of 1 year in back-office financial operations.

Nice To Haves

• SIE and Series 7 are nice to have, but not required.

Responsibilities

• Review and process new account applications and account maintenance requests, ensuring all requests are processed efficiently and accurately.
• Keep records of interactions and file account-related documents.
• Provide accurate, valid, and complete information to advisors and clients inquiries by phone and other electronic means while following communication guidelines and compliance policies and procedures.
• Collaborate with internal partners and clearing firm teams to handle complex account opening and maintenance requests.
• Complete other projects as assigned by management.

Benefits

• Performance-driven compensation with multipliers for outsized impact
• Bonus programs
• Equity ownership
• 401(k) matching
• 100% paid health insurance for employees
• 90% coverage for dependents on health insurance
• Lifestyle wallet — a highly flexible benefits spending account for wellness, learning, and more.
• Employer-paid life & disability insurance
• Fertility benefits
• Mental health benefits
• Company holidays
• Paid time off
• Sick time
• Parental leave
• Catered meals
• Events
• Comfortable workspaces

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed