Junior Investment Operations Associate

This is a fully remote position, open to applicants in California.

📋 Description

• Manage a significant volume of daily customer emails and operational cases via internal case management systems.

• Execute account updates, facilitate asset transfers, and conduct account reviews.

• Make occasional outbound calls as necessary.

• Handle ACH dispute processing.

• Respond to incoming mail and fax inquiries concerning asset transfer requests, asset verifications, and legal levies.

• Process requests for 3210 letters.

• Collaborate with the Advisors team to assist customers with outgoing asset transfers and incoming rollovers.

• Support customers in updating funding sources and addressing intricate account inquiries.

• Investigate account unlock requests on behalf of the Risk team.

• Verify documentation and follow standard operating procedures, policies, and judgment to differentiate between fraudulent activity and false positives.

• Aid customers impacted by false-positive flags while safeguarding the firm and clients from fraudulent losses.

• Work with the Team Lead and cross-functional teams to detect bottlenecks and prioritize new tools and infrastructure.

⛳️ Requirements

• 0–2 years of experience in investment, banking, or financial operations.

• Proven ability to consistently perform assigned tasks with a high level of excellence and accuracy.

• Enthusiasm for engaging with customers, addressing inquiries, and resolving complex financial matters.

• Exceptional written and verbal communication skills.

• Capability to establish rapport and trust with clients.

• Proactive work ethic with the capacity to manage multiple priorities in a fast-paced and dynamic business environment.

• Skill in identifying and escalating priority issues.

• Competence in using data and documentation to make informed decisions.

• Flexibility to work varied hours, including evenings, weekends, or holidays.

• Desire to deliver transformative products.

• Outstanding drive and attention to detail in execution.

• Belief that your work aligns with your life's mission.

• Optimism regarding the potential for societal change.

• Alignment with Acorns' mission, vision, and values.

• Employment eligibility confirmed through E-Verify.

🏝️ Benefits

• Competitive salary along with stock options.

• A comprehensive benefits package for you and your family.

• Flexibility in work location and hours.

• Paid time off.

• 401(k) matching.

• Monthly contributions to Acorns accounts.

• Resources for mindfulness and financial wellness.

• Access to Headspace and Addition Wealth.

• Participation in the Acorns Career Development Program, which includes ongoing training sessions, development plans, check-ins, and access to Cornerstone’s online training platform.

• Enrollment in the Roots Leadership Program for Emerging Leaders.

• Opportunities for community week onsite gatherings and various virtual events.

• Optional access to office space in Irvine, CA.

• Medical, financial, and additional benefits.

• Vacation, sick leave, and parental leave.

• Equity grants.

• Discretionary cash bonus awards.