Operations Associate - Symonds Wealth ManagementKestra Financial Independent Advisor • Fort Worth, TX, US
Operations Associate - Symonds Wealth Management
Kestra Financial Independent Advisor • Fort Worth, TX, US
30+ days ago
Job type
- Full-time
- Quick Apply
Job descriptionContinuous 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 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 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 : Communicating Over the Phone Organizational Skills Persistency
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
Create a welcoming experience for all guests and team members
Data Entry
Qualifications
Computer Skills
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