Account Servicing Associate

Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading.

We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn’t a place for complacency, it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. 

Robinhood’s Account Operations team is essential to supporting the growth of Robinhood and supporting our customers at critical points of their relationship with Robinhood. The team handles various account servicing tasks including application review, customer information updates, reviewing levy notices, and much more. As the first point of contact for most customers, the Account Operations team values customer understanding, emotional intelligence, and technical expertise.

As an Account Servicing Associate, you’ll serve as an integral part in our account opening and maintenance processes by reviewing new account applications, analyzing documents with keen attention to detail, working with cross-functional partners to address customer issues, and performing daily account maintenance activities. This is an opportunity to be a part of one of the most efficient and important pillars of Robinhood’s business.

At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. 

• →Review internal escalations from vendors and internal employees on operational case or process escalations.
• →Review customer-related documents for completeness and process any vital changes in customer accounts
• →Consistently meet efficiency goals with minimal error
• →Act as subject matter authority in the firm account opening and maintenance processes with the ability to clearly communicate this with other teams and customers with outstanding customer service. 
• →Identify gaps or inefficiencies within processes and suggest improvements to departmental leadership.
• →Perform daily account maintenance requests while interacting and troubleshooting with internal partners for more sophisticated account issues related to customer accounts such as deactivating and reactivating accounts, levy notice processing, updating customer information ( CX, Legal, Compliance, Clearing Operations, etc.).
• →Utilize AI-tooling to increase individual efficiency and accuracy within the subject matter area.

• Bachelor's degree or equivalent practical experience
• Ability to meet productivity goals
• Exceptional attention to detail and strong problem solving skills
• Excellent written and oral communication skills
• Self-starter with ability to work independently
• Resourceful and adaptive in fast-paced, entrepreneurial environments
• Ability to make appropriate independent decisions within established frameworks