Client Relationship Senior Associate

📋 Description

• Broad understanding of each Advisor relationship they oversee, including the firm's structure, key
• Educate our Advisors on platform changes and our upcoming roadmap; help Advisors find the most
• Leverage internal technology solutions, such as our CRM, to uncover signals or trends with your
• Regularly meet with firms either virtually or in person in an effort to deepen the relationship
• Be an advocate internally for the firms you work with. Escalate issues to the appropriate

🎯 Requirements

• Demonstrate a high understanding of the RIA industry, and specifically the TradePMR by Robinhood
• Heart to serve with a passion for problem solving and helping others with finding solutions to
• Curious learner that is motivated to learn more about their role, their clients, and our platform
• Willingness to take on new responsibilities with an execution mentality to ensure a seamless
• 5+ Years of customer service and related industry experience; SIE required, Series 7 preferred

🎁 Benefits

• Challenging, high-impact work to grow your career.
• Performance-driven compensation with multipliers for outsized impact, bonus programs, equity
• Best-in-class benefits to fuel your work, including 100% paid health insurance for employees with
• Lifestyle wallet — a highly flexible benefits spending account for wellness, learning, and more.
• Employer-paid life & disability insurance, fertility benefits, and mental health benefits.
• Time off to recharge including company holidays, paid time off, sick time, parental leave, and more!