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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

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