Account Maintenance Associate

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.

We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. 

The Account Maintenance team’s mission is to build trust with the RIAs we support by delivering a seamless, consistent account onboarding and maintenance experience. As the primary entry point for new customer accounts, we take complete end-to-end ownership of every request with speed and accuracy from initiation to resolution.

As an Account Maintenance Associate, you will work with a highly motivated team providing timely and accurate execution of new account opening and account maintenance functions. You must welcome challenges, seek continuous improvement, and be eager to learn and grow within a dynamic environment.

At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. 

• →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 inquires 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.
  
  

• 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.