Account Maintenance Associate

Join a leading fintech company that’s democratizing finance for all.

Robinhood was founded on a simple idea: that our financial markets should be accessible to all. With customers at the heart of our decisions, Robinhood is lowering barriers and providing greater access to financial information. Together, we are building products and services that help create a financial system everyone can participate in.

As we continue to build...

We’re seeking curious thinkers looking to co-author the next chapters of our story. Joining now means helping shape our vision, structures and systems; playing a key-role as we launch into our ambitious future.

Check out life at Robinhood on The Muse!

About the team:

The preferred location for this position is in or around Robinhood's offices in Westlake, TX or Lake Mary, FL, with in-office work capabilities, as may be required by management.

Robinhood’s Account Operations team is critical 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, legal name changes, the estate process, 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 Maintenance 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, communicating directly with clients regarding onboarding, 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.

What you’ll do day-to-day:

• Review new account applications with a mindset of risk mitigation
• Review customer-related documents for completeness and process any necessary changes in customer accounts
• Consistently meet productivity goals with minimal error
• Act as subject matter expert in the firm account opening process and be able to clearly communicate this with other teams and customers with outstanding customer service.
• Interact and troubleshoot with customers for more complex account application issues
• Perform daily account maintenance requests related to customer accounts such as reactivating accounts, adherence to FINRA rule 3210, proactive customer communications, and updating customer information after their account has been opened
• Adhere to the Customer Identification Program.
• Assist in all account maintenance activities through document review, restriction placing and lifting, and information maintenance

About you:

• 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
• Ability to work some weekends

Bonus points:

• SIE active FINRA license
• 2+ years in a financial services role
• Familiarity with brokerage operations and consumer technology

Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. You can view comp zones for our US office locations in the table below. For other locations not listed, compensation can be discussed with your recruiter during the interview process.

Office locations (by comp zone)
US Zone 1: Menlo Park, NYC, Seattle, Washington DC 
US Zone 2: Denver, Westlake (Dallas), Chicago 
US Zone 3: Lake Mary

We’re looking for more growth-minded and collaborative people to be a part of our journey in democratizing finance for all. If you’re ready to give 100% in helping us achieve our mission—we’d love to have you apply even if you feel unsure about whether you meet every single requirement in this posting. At Robinhood, we're looking for people invigorated by our mission, values, and drive to change the world, not just those who simply check off all the boxes.

Robinhood promotes diversity and provides equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more