Job Description
Summary
About the team + role
The TradePMR team within Robinhood empowers financial professionals with innovative technology and unparalleled support tailored to the unique needs of the RIA community. We have a few openings within the different Account Operations teams, they are:
The Transfer Service team acts as primary contact to provide Registered Investment Advisors with support involving transfers and processes transfer-related advisor requests accurately and efficiently.
The Account Maintenance team delivers efficient and accurate account opening, maintenance, and administrative support to our clients while offering our signature white-glove service.
The Cashiering Support team plays a vital role in processing a variety of cashiering requests while delivering white-glove service through a relentless pursuit of operational excellence and a focus on deepening client relationships.
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 do
- Process requests from our client's using our proprietary platform Fusion
- Communicate professionally with advisors, their staff, and clients via phone, email, and proprietary systems.
- Maintain with excellence all processes and adhere to regulatory requirements and firm policies, maintaining a strong focus on risk management and data confidentiality.
- Process cashiering requests timely and accurately, including but not limited to ACH transfers, Fed Wire transfers, check distributions, and journal entries.
- Communicate professionally with advisors, their staff, and clients via phone, email, and proprietary systems.
What you bring
- Bachelor’s degree or equivalent experience, preferably with a foundation in finance or economics or related field with 2+ years customer service experience.
- Excellent organizational skills with the ability to prioritize multiple demands and deadlines.
- Professional demeanor in both verbal and written communication, ensuring clear and effective interactions with advisors, clients, and team members.
- Exceptional attention to detail, data-entry, and writing skills.
- Highly motivated, goal-oriented individual who thrives with challenges and is driven to exceed expectations in a fast-paced environment.
Skills
- Communications Skills
- Operations
- Team Collaboration