Operations Associate - Symonds Wealth Management

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

• →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

• 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