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Operations Associate - Symonds Wealth Management

Operations Associate - Symonds Wealth Management

Kestra Financial Independent AdvisorFort Worth, TX, US
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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

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