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

1. Process requests from our client's using our proprietary platform Fusion
2. Communicate professionally with advisors, their staff, and clients via phone, email, and proprietary systems.
3. Maintain with excellence all processes and adhere to regulatory requirements and firm policies, maintaining a strong focus on risk management and data confidentiality.
4. Process cashiering requests timely and accurately, including but not limited to ACH transfers, Fed Wire transfers, check distributions, and journal entries.
5. Communicate professionally with advisors, their staff, and clients via phone, email, and proprietary systems.

What you bring

1. Bachelor’s degree or equivalent experience, preferably with a foundation in finance or economics or related field with 2+ years customer service experience.
2. Excellent organizational skills with the ability to prioritize multiple demands and deadlines.
3. Professional demeanor in both verbal and written communication, ensuring clear and effective interactions with advisors, clients, and team members.
4. Exceptional attention to detail, data-entry, and writing skills.
5. 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