Operations Associate - Symonds Wealth Management

Job Description

Job 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