Account Maintenance Associate

As an Account Maintenance Associate at Robinhood, you join a team building trust with registered investment advisors by delivering a seamless, consistent account onboarding and maintenance experience. You take complete end-to-end ownership of every request with speed and accuracy from initiation to resolution, serving as the primary entry point for new customer accounts.

What you'll do

• 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 client 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.

What you bring

• 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 communication skills that reflect a high level of integrity.
• Ability to form relationships based on the needs of 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.

Nice to have

• SIE certification
• Series 7 certification

What we offer

• Performance-driven compensation with multipliers for outsized impact, bonus programs, and equity ownership.
• 401(k) matching.
• 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 and 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.
• Base pay range depends on location: Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC) $20.40-$24 USD; Zone 2 (Denver, CO; Westlake, TX; Chicago, IL) $20.40-$24 USD; Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL) $19.60-$23 USD.

About Robinhood

Robinhood is building frontier technologies to democratize finance for all. The company is based in Clearwater, FL, where this role requires in-person attendance at least 5 days per week.