Operations Associate - Symonds Wealth Management

Kestra Financial Independent AdvisorFort Worth, TX, US

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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

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Wealth Management Associate • Fort Worth, TX, US