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Описание вакансии
Текст:
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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