Robinhood helps retail investors access financial markets through commission-free trading of stocks, ETFs, options, and cryptocurrencies. With it, users can invest with no account minimums, earn rewards through retirement accounts with matching contributions, and access advanced trading tools. Robinhood democratizes investing by making financial markets accessible to everyone, not just wealthy investors.

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Skills

Account Maintenance Account Opening Communication Compliance Customer Service Data Entry Financial Operation Time Management

Candidate Availability

Onsite · Clearwater · Required Onsite · Clearwater, FL · Required

Required and preferred rules are kept separate and reflect the wording in the original posting.

About the Role

You will process new account applications and account maintenance requests accurately and efficiently. You will maintain interaction records and account documents, respond to advisor and client inquiries, coordinate complex requests with internal partners and clearing firms, and complete assigned projects.

Requirements

Attention to detail
Accurate data entry
Critical thinking
Knowledge of account-related processes
Verbal communication
Written communication
Relationship building
Time management
2 years of direct customer service experience preferred
1 year of back-office financial operations experience preferred
SIE preferred
Series 7 preferred

Responsibilities

Review and process new account applications and account maintenance requests accurately and efficiently
Maintain interaction records and account-related documents
Provide accurate information to advisors and clients by phone and electronic channels in accordance with communication and compliance procedures
Collaborate with internal partners and clearing firm teams on complex account requests
Complete projects assigned by management

Benefits

Bonus opportunities
Equity ownership
401(k) matching
Health insurance with 100% employee coverage and 90% dependent coverage
Lifestyle wallet
Employer-paid life insurance
Employer-paid disability insurance
Fertility benefits
Mental health benefits
Company holidays
Paid time off
Sick time
Parental leave
Catered meals
Office events