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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