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Account Maintenance Associate

robinhood· 47 open roles

Clearwater, FL On-siteFull-time2 days ago
Salary
Undisclosed
Experience
Mid
Job Type
Full-time
Posted
2 days ago
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About This RoleAI processing…

Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading.

Key Responsibilities

  • 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.

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 and 1 year in back-office financial operations preferred.
  • SIE and Series 7 are nice to have, but not required.

Perks & Benefits

Challenging, high-impact work to grow your career.
Performance-driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching.
Best-in-class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents.
Lifestyle wallet — a highly flexible benefits spending account for wellness, learning, and more.
Employer-paid life & disability insurance, fertility benefits, and mental health benefits.
Time off to recharge including company holidays, paid time off, sick time, parental leave, and more!
Exceptional office experience with catered meals, events, and comfortable workspaces.

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