Назад
5 дней назад

Account Maintenance Associate (Fintech)

19 - 23$
Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify RU Global, списка компаний с восточно-европейскими корнями
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Описание вакансии

Текст:
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TL;DR
Account Maintenance Associate (Fintech): Processing and maintaining customer investment accounts for registered investment advisors, with an accent on accuracy, compliance, and responsive service. Focus on reviewing complex account requests, coordinating with internal and clearing-firm partners, and maintaining complete records from initiation through resolution.

Location: Clearwater, Florida office; in-person attendance required at least 5 days per week.

Salary: $19.60–$23 per hour for Clearwater, Florida.

Company

Robinhood is a fintech company focused on democratizing finance and building accessible financial products.

What you will do

  • Review and process new account applications and account maintenance requests accurately and efficiently.
  • Maintain records of client interactions and organize account-related documentation.
  • Provide accurate information to advisors and clients by phone and electronically while following communication and compliance procedures.
  • Collaborate with internal partners and clearing firms on complex account opening and maintenance cases.
  • Complete additional projects assigned by management.

Requirements

  • At least 2 years of direct customer service experience preferred.
  • At least 1 year of back-office financial operations experience preferred.
  • Strong attention to detail and accurate data entry skills.
  • Critical thinking and the ability to apply account-process knowledge to complex requests.
  • Exceptional verbal and written communication skills, integrity, relationship-building ability, and effective time management.
  • In-person attendance in the Clearwater, Florida office at least 5 days per week is required.

Nice to have

  • SIE and Series 7 licenses.

Culture & Benefits

  • High-impact work in a fast-moving, performance-driven environment.
  • Performance-based compensation with bonus opportunities, equity ownership, and 401(k) matching.
  • Employer-paid health insurance, with substantial dependent coverage.
  • Flexible lifestyle wallet for wellness, learning, and other expenses.
  • Paid time off, company holidays, sick time, parental leave, life and disability insurance, fertility benefits, and mental health benefits.
  • Catered meals, office events, and comfortable workspaces.

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