Market Operations - Account Servicing Team Lead

Robinhood

Company Type
Industry
Responsibilities
Experience
Skills
Workhours

Robinhood is democratizing financial services. We offer commission-free investing in U.S. stocks, ETFs, options, and cryptocurrencies. Robinhood Financial, our broker-dealer, is the fastest-growing brokerage ever, with millions of users and billions of dollars in transaction volume. Robinhood has received the Apple Design Award, the Google Material Design Award, and was named Fast Company’s 11th Most Innovative Company in the World. We’re backed with $539 million in capital from top-tier investors such as DST Global, CapitalG, NEA, Index Ventures, Thrive Capital, Sequoia, and KPCB, and we were recently valued at $5.6 billion. Robinhood is based in Menlo Park, California with a regional office in Lake Mary, Florida.

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. 

As our Account Servicing Team Lead you’ll:

  • 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 to being our Account Servicing Team Lead:

  • 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

Nice-To-Haves:

  • FINRA Series 24
  • Analytical skills such as Looker, SQL, or Python
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Confirmed 6 hours ago. Posted 30+ days ago.

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