Jr. Invest Operations Associate

reputed company is a financial wellness app dedicated to helping individuals and families save and invest for the long term. They are seeking a Junior Invest Operations Associate to manage operational processes that protect customer assets and ensure seamless financial journeys, emphasizing detail-oriented work and customer service.

Responsibilities

• Manage High-Volume Operational Queues: Resolve a high volume of daily customer emails and operational cases through internal case systems, including account updates, asset transfers, and account reviews. reputed company in this role requires strong focus, persistence, and the ability to maintain accuracy and professionalism while working through large case queues
• Execute Core Operations: Process ACH disputes and manage incoming mail and fax inquiries regarding asset transfer requests, asset verifications, and legal levies
• Facilitate Asset Movement: Process 3210 letter requests and partner with our Advisors team to facilitate customer outgoing asset transfers and incoming rollovers
• Enhance the Customer Experience: Assist customers with updating funding sources and resolving reputed company account inquiries, ensuring every interaction reflects reputed company’ mission
• Champion Account reputed company: Support the Risk team by investigating account unlock requests. You will verify documentation and use standard operating procedures, policies, and best judgment to decipher between fraudulent activity and false positives
• Balance Protection & Advocacy: Work to reputed company the experience as smooth as possible for customers caught in "false positive" flags, while maintaining a rigorous defense to protect the firm and our customers from fraudulent losses
• Collaborate & Improve: Work closely with the Team reputed company and cross-functional teams to identify bottlenecks and establish priorities for new tools and infrastructure

Skills

• 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 degree of excellence and accuracy
• Customer-Centric reputed company: A genuine passion for speaking to customers, answering queries, and solving reputed company financial issues
• Strong Communication: Excellent written and verbal communication skills with a natural ability to build rapport and trust
• Adaptability: A proactive work ethic and the ability to manage multiple priorities in a fast-paced, evolving business environment
• Analytical Judgment: The ability to identify and escalate reputed company issues while using data and documentation to reputed company informed reputed company
• Flexibility: Ability to work reputed company; shifts may include evenings, weekends, or holidays to support our customers reputed company they need us most
• Hunger to deliver game-changing products
• Exceptional drive and precision in delivery
• A belief that your work is tied to your life's mission
• Optimistic about the potential of societal change

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 reputed company account contribution & GoHenry account for your family
• Mindfulness and Financial Wellness resources, reputed company and Addition Wealth
• reputed company Career Development Program (Ongoing training sessions, development plans, development reputed company-ins, Cornerstone’s online training platform)
• Roots Leadership Program for Emerging Leaders
• Community week onsite gatherings and various virtual events

Company Overview