Jr. Invest Operations Associate

📋 Description

• Manage High-Volume Operational Queues: Resolve a high volume of daily customer emails and
• Execute Core Operations: Process ACH disputes and manage incoming mail and fax inquiries regarding
• Facilitate Asset Movement: Process 3210 letter requests and partner with our Advisors team to
• Enhance the Customer Experience: Assist customers with updating funding sources and resolving
• Champion Account Security: Support the Risk team by investigating account unlock requests. You will
• Balance Protection & Advocacy: Work to make the experience as smooth as possible for customers

🎯 Requirements

• 0–2 years of experience in investment, banking, or financial operations.
• Unrivaled Attention to Detail: The ability to consistently execute assigned tasks with a high
• Customer-Centric Mindset: A genuine passion for speaking to customers, answering queries, and
• Strong Communication: Excellent written and verbal communication skills with a natural ability to
• Adaptability: A proactive work ethic and the ability to manage multiple priorities in a fast-paced
• Analytical Judgment: The ability to identify and escalate priority issues while using data and

🎁 Benefits

• Competitive salary and stock options
• A comprehensive benefits package for you and your family
• Flexible work location, hours, and paid time off
• 401(k) matching
• Monthly Acorns account contribution
• Mindfulness and Financial Wellness resources, Headspace and Addition Wealth