Current jobs related to Operations Associate - Fort Worth - Kestra Financial Independent Advisor

  • Account Support Associate

    1 month ago

    Fort Mill, United States Associate Staffing Full time

    Assist with New Accounts creation and Money Movement to support Financial Advisors. Job Responsibilities: Assist new advisors in onboarding their books of business Provide virtual and in-person support with account opening and money movement Communicate with Advisors on outstanding tasks Skills/Education: 1+ year of experience within the finance or...

  • Account Support Associate

    1 month ago

    Fort Mill, United States Associate Staffing Full time

    Assist with New Accounts creation and Money Movement to support Financial Advisors.Job Responsibilities:Assist new advisors in onboarding their books of businessProvide virtual and in-person support with account opening and money movementCommunicate with Advisors on outstanding tasksSkills/Education:1+ year of experience within the finance or operations...

  • Account Support Associate

    3 weeks ago

    Fort Mill, United States Associate Staffing Full time

    Assist with New Accounts creation and Money Movement to support Financial Advisors.Job Responsibilities:Assist new advisors in onboarding their books of businessProvide virtual and in-person support with account opening and money movementCommunicate with Advisors on outstanding tasksSkills/Education:1+ year of experience within the finance or operations...

  • Account Support Associate

    3 weeks ago

    Fort Mill, United States Associate Staffing Full time

    Assist with New Accounts creation and Money Movement to support Financial Advisors.Job Responsibilities:Assist new advisors in onboarding their books of businessProvide virtual and in-person support with account opening and money movementCommunicate with Advisors on outstanding tasksSkills/Education:1+ year of experience within the finance or operations...

  • DC Operations Associate

    1 month ago

    Fort Worth, Texas, United States Mattel Full time

    About the RoleWe are seeking a highly skilled and motivated DC Operations Associate to join our team at Mattel. As a key member of our distribution center operations, you will provide critical support to our IT systems and ensure seamless operations.Key ResponsibilitiesUtilize AS400 and Access databases to process, print, and prepare shipping documents,...

  • Marketing Operations Associate

    2 months ago

    fort worth, United States The Broadmoor House Full time

    Join an exciting and growing team of high-performing young professionals and experienced leaders!The Marketing Operations Associate position is responsible for supporting key functions of The Broadmoor House LLC and its affiliated entities (i.e. e-commerce store Modern Locke) across multiple platforms and areas of operation with research/shopping, content...

  • Marketing Operations Associate

    5 months ago

    Fort Worth, United States The Broadmoor House Full time

    Join an exciting and growing team of high-performing young professionals and experienced leaders!The Marketing Operations Associate position is responsible for supporting key functions of The Broadmoor House LLC and its affiliated entities (i.e. e-commerce store Modern Locke) across multiple platforms and areas of operation with research/shopping, content...

  • Marketing Operations Associate

    2 months ago

    fort worth, United States The Broadmoor House Full time

    Join an exciting and growing team of high-performing young professionals and experienced leaders!The Marketing Operations Associate position is responsible for supporting key functions of The Broadmoor House LLC and its affiliated entities (i.e. e-commerce store Modern Locke) across multiple platforms and areas of operation with research/shopping, content...

  • Warehouse Operations Associate

    1 month ago

    Fort Worth, Texas, United States Capstone Logistics, Inc. Full time

    Job SummaryCapstone Logistics, Inc is seeking a skilled Warehouse Associate to join our team. As a key member of our operations team, you will be responsible for the movement of pallets and cases on and off trailers using a forklift, pallet jack or by hand.Key ResponsibilitiesReceive, unload and load shipments in a timely and efficient mannerLearn all...

  • Account Support Specialist

    2 weeks ago

    Fort Mill, South Carolina, United States Associate Staffing Full time

    Account Support Associate RoleAt Associate Staffing, we are seeking a highly skilled Account Support Associate to join our team. This role is ideal for individuals who are passionate about providing exceptional customer service and support to our financial advisors.Key Responsibilities:Assist new advisors in onboarding their books of business, ensuring a...

  • Production Associate

    1 week ago

    Fort Worth, Texas, United States Cintas Full time

    Job Summary:Cintas is seeking a skilled Production Associate - Special Operations Operator to join our team in the Distribution Center. As a key member of our production team, you will be responsible for inspecting garments and trim items for accuracy, applying emblems and trims, and performing sewing and hemming tasks as required.Responsibilities: Inspect...

  • Account Support Specialist

    2 weeks ago

    Fort Mill, South Carolina, United States Associate Staffing Full time

    Account Support Associate RoleAssist with the onboarding of new financial advisors and facilitate seamless money movement to support their business growth.Key Responsibilities:Collaborate with new advisors to onboard their books of business efficientlyProvide expert support with account opening and money movement, ensuring a smooth experience for all parties...

  • DC Operations Associate

    1 month ago

    Fort Worth, United States Mattel Full time

    CREATIVITY IS OUR SUPERPOWER.  It’s our heritage and it’s also our future. Because we don’t just make toys. We create innovative products and experiences that inspire fans, entertain audiences and develop children through play. Mattel is at its best when every member of our team feels respected, included, and heard—when everyone can show up as...

  • Sales Operations Associate

    2 months ago

    Fort Worth, United States Bear Robotics, Inc. Full time

    Job Title: Sales Operations AssociateDepartment: OperationsJob Level: L3FLSA: ExemptJob Summary:The Sales Operations Associate will be responsible for assisting Bear Robotics' sales team with day to day operations tasks while working towards continuous process improvement and performance metrics tracking. This role will report into the business operations...

  • Event Operations Associate

    1 month ago

    Fort Worth, United States Fort Worth Zoo Full time

    Event Operations Associate Must be 16 years old or older to apply Starting Pay Rate $13.75 Perks:  Zoo perks include free admission to the Zoo, eight complimentary tickets per year to give to friends and family and discounts on food, merchandise, attractions, admission, and programs. Summary:  This position is responsible for all aspects of set-up,...

  • Water/Wastewater Operations Specialist

    4 weeks ago

    Fort Wayne, Indiana, United States F&V Operations Full time

    Water/Wastewater Operations SpecialistF&V Operations & Resource Management (FVOP) provides expert operation, maintenance, and asset management services for water and wastewater treatment plants. We are seeking a talented individual to join our team as a Water/Wastewater Operations Specialist in the Fort Wayne, IN area.Responsibilities:Perform...

  • Product Engineering Specialist

    2 weeks ago

    Fort Worth, Texas, United States MP Mine Operations LLC Full time

    Job Summary:MP Materials is seeking a highly skilled Product Engineering & Prototyping Technician to join our team. This individual will play a critical role in establishing a one-of-a-kind magnet technology development facility with a pilot-scale manufacturing line and world-class analytical equipment.Key Responsibilities:• Install, commission, and...

  • Product Engineering

    1 week ago

    Fort Worth, Texas, United States MP Mine Operations LLC Full time

    Job SummaryMP Materials is seeking a highly skilled Product Engineering & Prototyping Specialist to join our team. As a key member of our development team, you will play a critical role in establishing a one-of-a-kind magnet technology development facility with a pilot-scale manufacturing line and world-class analytical equipment.Key ResponsibilitiesInstall,...

  • Product Engineering Specialist

    5 days ago

    Fort Worth, Texas, United States MP Mine Operations LLC Full time

    Job Summary:MP Materials is seeking a highly skilled Product Engineering & Prototyping Technician to join our team. This individual will assist in establishing a one-of-a-kind magnet technology development facility with a pilot-scale manufacturing line and world-class analytical equipment.Key Responsibilities: Install, commission, and operate pilot-scale...

  • Product Engineering Specialist

    1 week ago

    Fort Worth, Texas, United States MP Mine Operations LLC Full time

    Job Summary:MP Materials is seeking a highly skilled Product Engineering & Prototyping Technician to join our team. This individual will assist in establishing a one-of-a-kind magnet technology development facility with a pilot-scale manufacturing line and world-class analytical equipment. The ideal candidate has experience working in a flexible research...

Operations Associate

3 months ago

Fort Worth, United States Kestra Financial Independent Advisor Full time
Job DescriptionJob Description



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