Junior Investment Operations Associate

Job not on LinkedIn

🔥 1 hour ago

🏄 California – Remote

🏄 California – Remote

💵 $52.5k - $61.5k / year

⏰ Full Time

🟢 Junior

💸 Financial Planning and Analysis (FP&A)

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 1%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Acorns

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2012

💳 Fintech

👥 B2C

Fintech • B2C

Acorns is a financial technology company that helps individuals save and invest their money through a variety of automated features. By using spare change from everyday purchases, Acorns offers a seamless way to start investing with its Round-Ups® feature and expert-built diversified portfolios. The company also provides additional services such as Acorns Later for retirement savings and Acorns Early for children's investment accounts. Acorns offers a smart money app with easy-to-use features designed to grow money skills among users, including a Bitcoin-linked ETF for cautious cryptocurrency exposure and ESG portfolios for sustainable investing. While Acorns is not a bank, it partners with financial institutions to offer Visa™ debit cards as part of their comprehensive financial service offerings.

📋 Description

• Resolve a high volume of daily customer emails and operational cases through internal case systems • Handle account updates, asset transfers, and account reviews • Make occasional outbound calls as required • Process ACH disputes • Manage incoming mail and fax inquiries regarding asset transfer requests, asset verifications, and legal levies • Process 3210 letter requests • Partner with the Advisors team to facilitate customer outgoing asset transfers and incoming rollovers • Assist customers with updating funding sources and resolving complex account inquiries • Investigate account unlock requests for the Risk team • Verify documentation and apply standard operating procedures, policies, and judgment to distinguish fraudulent activity from false positives • Support customers affected by false-positive flags while protecting the firm and customers from fraudulent losses • Collaborate with the Team Lead and cross-functional teams to identify bottlenecks and prioritize new tools and infrastructure

🎯 Requirements

• 0–2 years of experience in investment, banking, or financial operations • Ability to consistently execute assigned tasks with a high degree of excellence and accuracy • Passion for speaking to customers, answering queries, and solving complex financial issues • Excellent written and verbal communication skills • Ability to build rapport and trust • Proactive work ethic and ability to manage multiple priorities in a fast-paced, evolving business environment • Ability to identify and escalate priority issues • Ability to use data and documentation to make informed decisions • Ability to work flexible hours, including evenings, weekends, or holidays • Hunger to deliver game-changing products • Exceptional drive and precision in delivery • Belief that your work is tied to your life's mission • Optimism about the potential of societal change • Acorns mission, vision, and values alignment • Employment eligibility verified through E-Verify

🏖️ Benefits

• Competitive salary and stock options • A comprehensive benefits package for you and your family • Flexible work location and hours • Paid time off • 401(k) matching • Monthly Acorns account contribution • Mindfulness and Financial Wellness resources • Headspace and Addition Wealth • Acorns Career Development Program, including ongoing training sessions, development plans, development check-ins, and Cornerstone’s online training platform • Roots Leadership Program for Emerging Leaders • Community week onsite gatherings and various virtual events • Optional access to office space in Irvine, CA • Medical, financial, and other benefits • Vacation, sick time, and parental leave • Equity grants • Discretionary cash bonus awards