Onsite Account Onboarding & Maintenance Specialist

Rainfall Ventures; Clearwater (FL); On-site; USD 26,000 - 32,000; Full time

Benefits offered by this job

Health insurance

Equity ownership

Bonus programs

401(k) matching

Paid time off

Job summary

Robinhood in Clearwater, FL is seeking an Account Maintenance Associate to own end-to-end onboarding and maintenance for new accounts, delivering timely, accurate execution.

You will review applications, maintain records, and collaborate with advisors and internal teams. This in-person role requires at least 5 days per week in-office. The position offers performance-based pay, equity, and comprehensive benefits.

Qualifications

• 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.

Responsibilities

• 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 inquiries 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.

Skills

Attention to detail

Data entry

Verbal and written communications

Relationship building

Time management

Customer service experience

SIE and Series 7 (nice to have)

Job description

Robinhood in Clearwater, FL is seeking an Account Maintenance Associate to own end-to-end onboarding and maintenance for new accounts, delivering timely, accurate execution.

You will review applications, maintain records, and collaborate with advisors and internal teams. This in-person role requires at least 5 days per week in-office. The position offers performance-based pay, equity, and comprehensive benefits.