Job Information
Kestra Financial Operations Associate - Symonds Wealth Management in Fort Worth, Texas
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