Operations Associate - Symonds Wealth Management

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 #J-18808-Ljbffr Kestra Financial Independent Advisor