Transfers Services Associate
Robinhood
Join a leading fintech company that’s democratizing finance for all.
Robinhood Markets was founded on a simple idea: that our financial markets should be accessible to all. With customers at the heart of our decisions, Robinhood and its subsidiaries and affiliates are lowering barriers and providing greater access to financial information. Together, we are building products and services that help create a financial system everyone can participate in.
With growth as the top priority...
The business is seeking curious, growth-minded thinkers to help shape our vision, structures and systems; playing a key-role as we launch into our ambitious future. If you’re invigorated by our mission, values, and drive to change the world — we’d love to have you apply.
About the team + role
Robinhood Markets Inc. supports financial professionals with advanced technology for the RIA community.
As a Transfers Services Associate, you will work within a tight-knit, highly involved team to provide Registered Investment Advisors with support and process transfer-related advisor requests.
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
- Review and process transfer-related service requests at the account level, ensuring all requests are processed efficiently and accurately.
- Act as primary contact for transfer-related corrections and interact with the contra-firm to verify instructions and facilitate settlement of transfers.
- Keep records of interactions and file transfer documents, including physical securities.
- Provide accurate, valid, and complete information to advisor and client inquiries while following communication guidelines and compliance policies and procedures.
- Perform 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 the transfer process to more difficult transfer requests.
- Ability to identify inefficiencies in operational processes and help craft and implement solutions.
- Demonstrated strong verbal and written customer service skills that reflect a high level of integrity and excellent customer service.
- 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 of direct customer service experience.
- Minimum of 1 year of back-office operations experience in the financial industry, preferably specific experience and/or a knowledge base in securities trading.
- SIE and Series 7 License is nice to have, but not required.
What we offer
- Market competitive and pay equity-focused compensation structure.
- 100% paid health insurance for employees with 90% coverage for dependents.
- Annual lifestyle wallet for personal wellness, learning and development, and more.
- Lifetime maximum benefit for family forming and fertility benefits.
- Dedicated mental health support for employees and eligible dependents.
- Generous time away including company holidays, paid time off, sick time, parental leave, and more!
- Lively office environment with catered meals, fully stocked kitchens, and geo-specific commuter 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 salary range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. This role is also eligible to participate in a Robinhood bonus plan and Robinhood’s equity plan. For other locations not listed, compensation can be discussed with your recruiter during the interview process.
Click here to learn more about available Benefits, which vary by region and Robinhood entity.
We’re looking for more growth-minded and collaborative people to be a part of our journey in democratizing finance for all. If you’re ready to give 100% in helping us achieve our mission—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, values, and drive to change the world, not just those who simply check off all the boxes.
Robinhood embraces a diversity of backgrounds and experiences and provides equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone. Additionally, Robinhood provides reasonable accommodations for candidates on request and respects applicants' privacy rights. Please review the specific Robinhood Privacy Policy applicable to the country where you are applying.
