23h ago
Junior Invest Operations Associate
Remote
✨ $45k-$65k / yearest.
full-timejunior Remotefinance
💼 About This Role
You'll serve as a critical link in Acorns' financial operations, executing back-office processes to protect customer assets and ensure seamless financial journeys. This remote-first role offers flexibility and optional office space in Irvine, CA.
🎯 What You'll Do
- Manage high-volume operational queues resolving customer emails and cases
- Handle escalated customer calls with empathy and de-escalation skills
- Process ACH disputes, incoming mail, and fax inquiries
- Process 3210 letter requests and facilitate asset transfers and rollovers
📋 Requirements
- 0–2+ years of experience in investment, banking, or financial operations
- Attention to detail and ability to execute tasks with accuracy
- Customer-centric mindset with passion for solving complex financial issues
- Adaptability to manage multiple priorities in a fast-paced environment
✨ Nice to Have
- Experience with case management systems
- Knowledge of ACH disputes and asset transfer processes
- Familiarity with regulatory requirements in financial operations
🎁 Benefits & Perks
- 🏖️ Flexible work location, hours, and paid time off
- 💰 Competitive salary and stock options
- 🏥 Comprehensive benefits package for you and family
- 📈 401(k) matching
- 🧘 Mindfulness and Financial Wellness resources
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