Account Maintenance Associate

Robinhood
United States
Workplace: OnsiteFull timeUSD 19.6 - 24Function: Field Service, Maintenance & Skilled TradesSkills: ["Attention to detail","Data entry accuracy","Critical thinking","Communication","Time management"]

Own end-to-end account onboarding and maintenance requests for new customer accounts, ensuring timely, accurate processing. Review and process applications, maintain account records, and respond to advisor and client inquiries via phone and electronic channels while following compliance guidelines. Partner with internal teams and the clearing firm to resolve complex requests, improve processes, and complete assigned projects in a fast-moving in-person operations environment.

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Robinhood
Robinhood
19 hours ago

Account Maintenance Associate

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Own end-to-end account onboarding and maintenance requests for new customer accounts, ensuring timely, accurate processing. Review and process applications, maintain account records, and respond to advisor and client inquiries via phone and electronic channels while following compliance guidelines. Partner with internal teams and the clearing firm to resolve complex requests, improve processes, and complete assigned projects in a fast-moving in-person operations environment.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Field Service, Maintenance & Skilled Trades
Seniority: Entry level

Key Responsibilities

  • •Review and process new account applications and account maintenance requests with speed and accuracy.
  • •Keep records of account-related interactions and file account documents.
  • •Provide accurate information to advisors and clients via phone and other electronic means while following compliance policies and procedures.
  • •Collaborate with internal partners and clearing firm teams to handle complex account opening and maintenance requests.
  • •Complete other assigned projects as directed by management.

Pay and Benefits

Salary: USD 19.6 - 24
Perks:Health Insurance401k MatchingPaid LeaveParental Leave

Key Requirements

  • •Outstanding attention to detail and accurate data entry skills.
  • •Ability to apply account-related process knowledge to new and more complex account opening and maintenance requests.
  • •Exceptional verbal and written communication skills with integrity, following communication guidelines and compliance procedures.
  • •Ability to prioritize and manage time effectively.
  • •Minimum of 2 years in direct customer service and 1 year in back-office financial operations preferred.
Skills:Attention to detailData entry accuracyCritical thinkingCommunicationTime management
Certifications:SIESeries 7
Languages:English

Company Brief

Robinhood
Commission-free trading platform offering stocks, ETFs, options, and cryptocurrencies, plus cash management and retirement products. Aims to democratize finance through easy-to-use mobile and web apps for retail investors.
Industry: Trading Platforms
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Menlo Park, United States
Founded: 2013
WebsiteLinkedIn