Account Maintenance Associate

United States Digital Space LLC; Clearwater (FL); On-site; USD 28,000 - 32,000; Full time

Benefits offered by this job

Health insurance (100% employee, 90% 4

Equity ownership

401(k) matching

Lifestyle wallet

Life & disability insurance

Fertility benefits

Mental health benefits

Time off and holidays

Catered meals & events

Job summary

United States Digital Space LLC seeks an Account Maintenance Associate to manage new account opening and maintenance with speed and accuracy from initiation to resolution. You will join a highly motivated team focused on delivering seamless onboarding experiences for RIAs and their clients, based in Clearwater, FL with in-person work required at least five days a week.

You will review applications, keep detailed records, and communicate effectively with advisors and clients while ensuring

Qualifications

• Excellent attention to detail and accurate data entry abilities.
• Ability to think critically and apply account-related knowledge to requests.
• Strong verbal and written communications with integrity.
• Ability to build relationships with advisors and clients.
• Ability to manage time and prioritize tasks 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.

Responsibilities

• Review and process new account applications and maintenance requests accurately and efficiently.
• Keep records of interactions and file account-related documents.
• Provide accurate information to advisors and clients via phone and other channels per guidelines and compliance.
• Collaborate with internal partners and clearing firm teams on complex requests.
• Complete other projects as assigned by management.

Skills

Attention to detail

Data entry

Communication skills

Relationship building

Time management

Customer service

SIE

Series 7

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. the company 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 the company, 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

the company 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 thePrivacy Policy for your country of application.