Account Maintenance Associate

Triwill Group; Clearwater (FL); On-site; USD 27,000 - 32,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Equity ownership

Job summary

Robinhood is hiring an Account Maintenance Associate in Clearwater, FL. You will own the end-to-end onboarding and maintenance of new accounts, ensuring speed, accuracy, and strict adherence to compliance guidelines.

As part of a high-performing team, you will review applications, file documents, and provide accurate information to advisors and clients by phone or electronic means. In-person attendance is expected at least 5 days per week in our Clearwater office.

Qualifications

• 2+ years in direct customer service.
• 1 year in back-office financial operations preferred.
• SIE and Series 7 are nice to have, but not required.
• Excellent attention to detail and accurate data entry.

Responsibilities

• Review and process new account applications and maintenance requests with speed and accuracy.
• Keep records of interactions and file account-related documents.
• Provide accurate information to advisors and clients by phone and other electronic means while following guidelines and compliance policies.
• Collaborate with internal partners and clearing firm teams on complex requests.
• Complete other projects as assigned by management.

Skills

Attention to detail

Critical thinking

Verbal and written communication

Relationship building

Time management

Education

SIE

Series 7 (preferred)

Job description

Join us in building the future of finance.

Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading.

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 Account Maintenance team’s mission is to build trust with the RIAs we support by delivering a seamless, consistent account onboarding and maintenance experience. As the primary entry point for new customer accounts, we take complete end-to-end ownership of every request with speed and accuracy from initiation to resolution.

As an Account Maintenance Associate, you will work with a highly motivated team providing timely and accurate execution of new account opening and account maintenance functions. You must welcome challenges, seek continuous improvement, and be eager to learn and grow within a dynamic environment.

This role is based in our Clearwater, FL office(s), with in-person attendance expected at least 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 new account applications and account maintenance requests, ensuring all requests are processed efficiently and accurately.
• Keep records of interactions and file account-related documents.
• Provide accurate, valid, and complete information to advisors and clients inquires by phone and other electronic means while following communication guidelines and compliance policies and procedures.
• Collaborate with internal partners and clearing firm teams to handle complex account opening and maintenance requests.
• Complete 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 account-related processes to more complex account opening and maintenance requests.
• Exceptional verbal and written communications skills that reflect a high level of integrity.
• 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 in direct customer service and 1 year in back-office financial operations preferred.
• SIE and Series 7 are nice to have, but not required.

What we offer

• Challenging, high-impact work to grow your career.
• Performance-driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching.
• Best-in-class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents.
• Lifestyle wallet — a highly flexible benefits spending account for wellness, learning, and more.
• Employer-paid life & disability insurance, fertility benefits, and mental health benefits.
• Time off to recharge including company holidays, paid time off, sick time, parental leave, and more!
• Exceptional office experience with catered meals, events, and comfortable workspaces.

In addition to the base pay range listed below, this role is also eligible for bonus opportunities + 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 base pay range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. For other locations not listed, compensation can be discussed with your recruiter during the interview process.

Base Pay Range:

Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC)

$20.40 — $24 USD

Zone 2 (Denver, CO; Westlake, TX; Chicago, IL)

$20.40 — $24 USD

Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL)

$19.60 — $23 USD

Robinhood provides equal opportunity for all applicants, offers reasonable accommodations upon request, and complies with applicable equal employment and privacy laws. Inclusion is built into how we hire and work—welcoming different backgrounds, perspectives, and experiences so everyone can do their best. Please review the Privacy Policy for your country of application.