About the company

Robinhood is democratizing our financial system. With customers at the heart of our decisions, Robinhood is lowering barriers, removing fees, and providing greater access to financial information. Together, we are building products and services that help create a financial system everyone can participate in.  

Robinhood is a fast-growing company and was recognized as a CNBC Disruptor 50 and a LinkedIn Top Startup in 2019. We’re continuing to grow and are looking for incredible talent that can help us achieve our mission.

Robinhood is headquartered in Menlo Park, California, with offices in Lake Mary, Florida, Denver, Colorado, and London, UK.

About the role

Robinhood is seeking a leader for its Account Servicing team. You’ll be expected to perform quality assurance on daily operational tasks, handle escalations from account servicing associates, and perform general account servicing duties. You’ll be responsible for ensuring service levels are met, directing daily operational work, establishing proper desk coverage, and maintaining procedures. This is a unique opportunity to lead one of the most important and efficient pillars of Robinhood’s business. 

Your day-to-day will involve:

  • Lead a team responsible for reviewing new accounts and account servicing tasks
  • Perform quality assurance on team procedures
  • Ensure our training programs are properly documented, tracked, and remain effective
  • Maintain proper desk coverage and meet SLA’s for daily operational tasks
  • Ensure all desk policies and standard operating procedures are up to date and accurate
  • Partner with teams across the company to serve as a subject matter expert for the account opening process and various account servicing processes
  • Handle all escalations from the Account Servicing team 
  • Adhere to the Firm’s Customer Identification Program and other relevant regulations 

Some things we consider critical for this role:

  • Bachelor’s Degree or equivalent work experience
  • 2+ years working in a brokerage operation 
  • FINRA SIE, Series 7, and Series 63, or ability to obtain within 6 months. 
  • Excellent interpersonal skills
  • Exceptional attention to detail and strong problem skills
  • Ability to communicate effectively with our AML, Fraud, and CX teams. 
  • Ability to adapt to a changing environment

Bonus points: 

  • FINRA Series 24
  • Analytical skills such as Looker, SQL, or Python

Feeling ready to give 100% to democratizing our financial system? 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, not just those who simply check off all the boxes.

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