Operations Associate

About the team + role

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.

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.

This role is based in our Clearwater, Florida and Gainesville, Florida offices, with in-person attendance expected 5 days per week. 

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.

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