Account Servicing Team Lead (Onboarding/Offboarding)

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What Robinhood is looking for in applicants

Join a leading fintech company that’s democratizing finance for all.

Robinhood was founded on a simple idea: that our financial markets should be accessible to all. With customers at the heart of our decisions, Robinhood is 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.

Just as we focus on our customers, we also strive to create an inclusive environment where our employees can thrive and do impactful work. We are proud of the competitive products and company culture we continue to build and have been recognized as:

  • Glassdoor Best Places to Work 2020
  • TIME100 Most Influential Companies 2021
  • Fortune Best Workplaces in Financial Services & Insurance™ 2021 and Fortune Best Workplaces for Millennials™ 2021

We’re growing and looking for...

We continue to hire Robinhoodies at a rapid pace to drive this journey, and with that growth comes necessary change. We’re seeking culture builders and curious thinkers looking to co-author the next chapters of our story. We’re in build mode, majorly expanding our team while also growing up as a company. Joining now means helping shape our structures and systems, then taking part as we launch into our ambitious future.

Check out life at Robinhood on The Muse!

About the team:

Robinhood is seeking a lead for its Account Servicing Onboarding/Off-boarding team. As an Account Servicing Team Lead, you will work on a multi-faceted team that provides customer and internal agent support, resolves account maintenance requests, reviews new account applications, and assists with off-boarding customers. In this role, you will be interacting with customers and leading a team responsible for a subset of the Account Servicing tasks. This is a unique opportunity to lead one of the most important and efficient pillars of Robinhood’s business.

What you’ll do day-to-day:

  • Lead a team responsible for a set of tasks and customer interactions related to either account opening, account maintenance and escalations within our subjects of expertise.
  • 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 your area of expertise
  • Develop and maintain reporting on key metrics for your manager
  • Serve as a senior member of the team by providing decision making assistance, handling customer escalations, implementing process improvements and researching complex customer issues

About you:

  • Bachelor’s Degree or equivalent work experience
  • 3+ years working in brokerage operations
  • FINRA SIE, Series 7, and Series 63
  • Excellent interpersonal skills and ability to communicate in a clear, well organized manner
  • Exceptional client interaction skills
  • Demonstrate initiative to perform day to day tasks with limited supervision
  • Passion for leading people and working in a team environment
  • Ability to adapt to a changing environment

Bonus points:

  • FINRA Series 24
  • Analytical skills such as Looker, SQL, or Python

Colorado Residents Only: In accordance with Colorado state law, Robinhood provides an estimate of the pay range associated with this role. In Colorado, the target salary for this position is $65,000 to $77,000. Pay is based on several factors, including but not limited to education, work experience and certifications. Successful candidates for this role are eligible to participate in Robinhood’s equity plan. Please note that this information is only provided publicly for candidates in Colorado, but the role is open to candidates outside of Colorado as well.

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 promotes diversity 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. To review Robinhood's Privacy Policy please visit

Robinhood's benefits include generous time off, 401(k) participation with employer match, comprehensive health coverage, a health savings account (HSA), wellness benefits, backup childcare and education stipends (all benefits are subject to applicable taxes and based on eligibility).

Want some tips on how to get an interview at Robinhood?

What is Robinhood looking for?
If this role looks interesting to you, a great first step is to understand what excites you about the team, product or mission. Take your time thinking about this and then tell the team! Get in touch and communicate that passion.
What are interviews for Account Servicing Team Lead (Onboarding/Offboarding) like?
Interview processes vary by company, role and team. The best plan is to see what others have experienced and then plan accordingly.
How to land an interview at Account Servicing Team Lead (Onboarding/Offboarding)?
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