Transitional Services Senior Specialist

What you’ll do Manage complex cases involving Estates, Divorce, and Power of Attorney with care, confidentiality, and attention to detail Analyze documentation and ensure compliance with legal and regulatory standards Collaborate with internal teams (e.g. Margin, Options, Asset Movement, Retirement, Fraud) to resolve escalated cases Respond to inquiries from clients, legal professionals, and internal stakeholders with clarity and professionalism Stay informed on industry trends, legal changes, and Robinhood policies to ensure continued compliance and process optimization What you bring Active FINRA Series SIE, 7, and 63 or 66 licenses Bachelor's degree in Business, Finance, or a related field 3+ years of estate, POA, and divorce processing experience within the financial industry Strong understanding of estate and legal account transitions Excellent communication skills and demonstrated ability to manage sensitive customer interactions Ability to work independently while collaborating cross-functionally Critical thinking skills and proficiency with case management tools Comfortable working in a high-volume, time-sensitive environment with attention to detail Empathetic mindset when supporting customers during difficult life events