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Account Maintenance Associate

United States, Clearwater, FL 19.60 - 24.00 USD / Hour · Job Posted February 18, 2026
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Job Description

Join us in building the future of finance. Our mission is to democratize finance for all. The Account Maintenance team supports the accurate and timely setup and ongoing servicing of customer accounts, partnering closely with advisors, clients, and internal operations teams to ensure a smooth experience. The team plays a critical role in maintaining data integrity, meeting regulatory requirements, and resolving account-related requests efficiently. As an Account Maintenance Associate, you will support new account opening and account maintenance activities by processing requests, responding to inquiries, and collaborating with internal partners. You’ll work in a structured, detail-oriented environment while continuously learning and improving processes to better serve advisors and clients!

Job Responsibility

  • Review and process new account applications and account maintenance requests, ensuring requests are completed accurately and within established timelines
  • Maintain detailed records of client interactions and ensure account-related documentation is properly filed and retained
  • Respond to advisor and client inquiries via phone and electronic channels, providing accurate and compliant information in line with communication and regulatory guidelines
  • Partner with clearing and internal operations teams to research and resolve more complex account opening and maintenance requests
  • Support additional operational projects and initiatives as assigned by management

Requirements

  • Strong attention to detail with the ability to perform accurate data entry in a high-volume environment
  • Ability to apply foundational knowledge of account-related processes to resolve increasingly complex requests
  • Experience identifying process inefficiencies and contributing to operational improvements
  • Clear and professional verbal and written communication skills, with a consistent focus on service quality and integrity
  • Ability to build productive working relationships with advisors, clients, and internal partners
  • Strong time-management skills and the ability to prioritize multiple requests effectively
  • At least 2 years of direct customer service experience
  • At least 1 year of back-office operations experience in the financial services industry, preferably with exposure to securities trading

Nice to have

SIE and Series 7 licenses are a plus, but not required

What we offer

  • Performance-driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching
  • 100% paid health insurance for employees with 90% coverage for dependents
  • 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
  • Exceptional office experience with catered meals, events, and comfortable workspaces

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