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Account Servicing Associate
3 months ago
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 Robinhood's Account Operations team is crucial 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.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 doReview new account applications with an approach of risk mitigation while adhering to the Customer Identification Program.Review customer-related documents for completeness and process any vital changes in customer accountsConsistently meet efficiency goals with minimal errorAct 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.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, and updating customer information.What you bring Bachelor's degree or equivalent practical experienceAbility to meet productivity goalsExceptional attention to detail and strong problem solving skillsExcellent written and oral communication skillsSelf-starter with ability to work independentlyResourceful and adaptive in fast-paced, entrepreneurial environmentsAbility to make appropriate independent decisions within established frameworksWhat we offerMarket competitive and pay equity-focused compensation structure100% paid health insurance for employees with 90% coverage for dependentsAnnual lifestyle wallet for personal wellness, learning and development, and moreLifetime maximum benefit for family forming and fertility benefitsDedicated mental health support for employees and eligible dependentsGenerous time away including company holidays, paid time off, sick time, parental leave, and moreLively office environment with catered meals, fully stocked kitchens, and geo-specific commuter benefitsBase 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 salary range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. The expected salary 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.Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC)$17.90-$21 USDZone 2 (Denver, CO; Westlake, TX; Chicago, IL)$17.90-$21 USDZone 3 (Lake Mary, FL)$17-$20 USDClick 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.