Join a leading fintech company that’s democratizing finance for all.
Robinhood Markets was founded on a simple idea: that our financial markets should be accessible to all. With customers at the heart of our decisions, Robinhood and its subsidiaries and affiliates are 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.
With growth as the top priority...
The business is seeking curious, growth-minded thinkers to help shape our vision, structures and systems; playing a key-role as we launch into our ambitious future. If you’re invigorated by our mission, values, and drive to change the world — we’d love to have you apply.
About the team + role
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The TradePMR team within Robinhood empowers financial professionals with innovative technology and unparalleled support tailored to the unique needs of the RIA community. We have a few openings within the different Account Operations teams, they are:
The Transfer Service team acts as primary contact to provide Registered Investment Advisors with support involving transfers and processes transfer-related advisor requests accurately and efficiently.
The Account Maintenance team delivers efficient and accurate account opening, maintenance, and administrative support to our clients while offering our signature white-glove service.
The Cashiering Support team plays a vital role in processing a variety of cashiering requests while delivering white-glove service through a relentless pursuit of operational excellence and a focus on deepening client relationships.
The role is located in the office location(s) listed on this job description which will align with our in-office working environment. Please connect with your recruiter for more information regarding our in-office philosophy and expectations.
What you’ll do
- Process requests from our client's using our proprietary platform Fusion
- Communicate professionally with advisors, their staff, and clients via phone, email, and proprietary systems.
- Maintain with excellence all processes and adhere to regulatory requirements and firm policies, maintaining a strong focus on risk management and data confidentiality.
- Process cashiering requests timely and accurately, including but not limited to ACH transfers, Fed Wire transfers, check distributions, and journal entries.
- Communicate professionally with advisors, their staff, and clients via phone, email, and proprietary systems.
What you bring
- Bachelor’s degree or equivalent experience, preferably with a foundation in finance or economics or related field with 2+ years customer service experience.
- Excellent organizational skills with the ability to prioritize multiple demands and deadlines.
- Professional demeanor in both verbal and written communication, ensuring clear and effective interactions with advisors, clients, and team members.
- Exceptional attention to detail, data-entry, and writing skills.
- Highly motivated, goal-oriented individual who thrives with challenges and is driven to exceed expectations in a fast-paced environment.
What we offer
- Market competitive and pay equity-focused compensation structure
- 100% paid health insurance for employees with 90% coverage for dependents
- Annual lifestyle wallet for personal wellness, learning and development, and more!
- Lifetime maximum benefit for family forming and fertility benefits
- Dedicated mental health support for employees and eligible dependents
- Generous time away including company holidays, paid time off, sick time, parental leave, and more!
- Lively office environment with catered meals, fully stocked kitchens, and geo-specific commuter benefits
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. The expected hourly range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. This role is also eligible to participate in a Robinhood bonus plan.
Click here to learn more about available Benefits, which vary by region and Robinhood entity.
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 embraces a diversity of backgrounds and experiences 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 inclusive we are, the better our work (and work environment) will be for everyone. Additionally, Robinhood provides reasonable accommodations for candidates on request and respects applicants' privacy rights. Please review the specific Robinhood Privacy Policy applicable to the country where you are applying.