Transfers Services 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.

Robinhood Markets Inc. supports financial professionals with advanced technology for the RIA community.

As a Transfers Services Associate, you will work within a tight-knit, highly involved team to provide Registered Investment Advisors with support and process transfer-related advisor requests. 

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

• Review and process transfer-related service requests at the account level, ensuring all requests are processed efficiently and accurately.
• Act as primary contact for transfer-related corrections and interact with the contra-firm to verify instructions and facilitate settlement of transfers.
• Keep records of interactions and file transfer documents, including physical securities.
• Provide accurate, valid, and complete information to advisor and client inquiries while following communication guidelines and compliance policies and procedures.
• Perform other projects as assigned by management.

What you bring

• Outstanding attention to detail and accurate data entry skills.
• Ability to think critically and apply base knowledge of the transfer process to more difficult transfer requests.
• Ability to identify inefficiencies in operational processes and help craft and implement solutions.
• Demonstrated strong verbal and written customer service skills that reflect a high level of integrity and excellent customer service.
• The ability to form relationships based on the needs of our advisors and their clients.
• Ability to prioritize and manage time effectively.
• Minimum of 2 years of direct customer service experience.
• Minimum of 1 year of back-office operations experience in the financial industry, preferably specific experience and/or a knowledge base in securities trading.
• SIE and Series 7 License is nice to have, but not required.

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.