Operations Associate - Symonds Wealth Management

Operations Associate

Symonds Wealth Management is a retirement planning and investment management firm located in Fort Worth, TX. 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 :