Review internal escalations from vendors and internal employees on operational case or process escalations.

Review customer-related documents for completeness and process any vital changes in customer accounts

Consistently meet efficiency goals with minimal error

Act as subject matter authority in the firm account opening and maintenance processes with the ability to clearly communicate this with other teams and customers with outstanding customer service.

Identify gaps or inefficiencies within processes and suggest improvements to departmental leadership.

Perform daily account maintenance requests while interacting and troubleshooting with internal partners for more sophisticated account issues related to customer accounts such as deactivating and reactivating accounts, levy notice processing, updating customer information ( CX, Legal, Compliance, Clearing Operations, etc.).

Utilize AI-tooling to increase individual efficiency and accuracy within the subject matter area.

Bachelor's degree or equivalent practical experience

Ability to meet productivity goals

Exceptional attention to detail and strong problem solving skills

Excellent written and oral communication skills

Self-starter with ability to work independently

Account Servicing Associate

Responsibilities

Benefits

Company

Robinhood

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