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Operations Associate

4 months ago

Fort Worth, United States Kestra Financial Full time
Symonds Wealth Management is a retirement planning and investment management firm located in Fort Worth, TX.

Job Title: Operations Associate

Job Type: Full-Time

Location: 2512 Horne Street, Suite 100, Fort Worth, TX 76107

Reports To: Operations Manager

Job Overview

Operations associates are responsible for handling a myriad of operations, customer service, and administration duties. The person that best fits this role is someone that can work at a fast pace, is detail-oriented, wants to support a team, and likes to follow processes and procedures to ensure accuracy and timely communication

Responsibilities And Duties

  • Operational Duties
    • Follow necessary steps for investment account creation
    • Continuous follow up on outstanding requirements during account creation and account funding
    • Communicate over the phone and email to gather requirements for account creation
    • Adding, updating, and completing workflows within our CRM system
    • Address work items in NOT IN GOOD ORDER (NIGO) status
    • Add and edit account features such as cashiering requests for a client
    • Work alongside experienced team members and ask for help when needed
  • Customer Service Duties
    • Create a welcoming experience for all guests and team members
    • Answer inbound phone calls and route them to the right person or take a message
    • Handle customer requests and account service items like address and beneficiary changes
    • Set up and maintain our customer online portal experience in eMoney
  • Administrative Duties
    • Data Entry
    • Creating electronic files for clients and accounts
    • Printing, Scanning, Faxing, Mailing, and Filing

Qualifications

  • Experience: 1-3 years preferred but not required
  • Education: College degree preferred but not required
  • Skills Required:
    • Computer Skills
    • Communicating Over the Phone
    • Organizational Skills
    • Persistency