Account Maintenance Associate

Robinhood Robinhood · Fintech · Clearwater, FL · TradePMR Operations Division

Robinhood is seeking an Account Maintenance Associate to join their elite team focused on applying frontier technologies to financial problems. This role involves processing new account applications and maintenance requests, handling inquiries, and collaborating with internal teams to ensure a seamless customer experience. The ideal candidate will have strong attention to detail, critical thinking skills, and excellent communication abilities, with a preference for experience in customer service and financial operations.

What you'd actually do

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

Skills

Required

  • 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.

Nice to have

  • Minimum of 2 years in direct customer service and 1 year in back-office financial operations
  • SIE and Series 7

What the JD emphasized

  • in-person attendance expected at least 5 days per week