Jr. Invest Operations Associate

Acorns is a financial wellness app dedicated to helping individuals and families save and invest for the long term. They are seeking a Junior Invest Operations Associate to manage operational processes that protect customer assets and ensure seamless financial journeys, emphasizing detail-oriented work and customer service.ResponsibilitiesManage High-Volume Operational Queues: Resolve a high volume of daily customer emails and operational cases through internal case systems, including account updates, asset transfers, and account reviews. Success in this role requires strong focus, persistence, and the ability to maintain accuracy and professionalism while working through large case queuesExecute Core Operations: Process ACH disputes and manage incoming mail and fax inquiries regarding asset transfer requests, asset verifications, and legal leviesFacilitate Asset Movement: Process 3210 letter requests and partner with our Advisors team to facilitate customer outgoing asset transfers and incoming rolloversEnhance the Customer Experience: Assist customers with updating funding sources and resolving complex account inquiries, ensuring every interaction reflects Acorns’ missionChampion Account Security: Support the Risk team by investigating account unlock requests. You will verify documentation and use standard operating procedures, policies, and best judgment to decipher between fraudulent activity and false positivesBalance Protection & Advocacy: Work to make the experience as smooth as possible for customers caught in "false positive" flags, while maintaining a rigorous defense to protect the firm and our customers from fraudulent lossesCollaborate & Improve: Work closely with the Team Lead and cross-functional teams to identify bottlenecks and establish priorities for new tools and infrastructureSkills0–2+ years of experience in investment, banking, or financial operationsUnrivaled Attention to Detail: The ability to consistently execute assigned tasks with a high degree of excellence and accuracyCustomer-Centric Mindset: A genuine passion for speaking to customers, answering queries, and solving complex financial issuesStrong Communication: Excellent written and verbal communication skills with a natural ability to build rapport and trustAdaptability: A proactive work ethic and the ability to manage multiple priorities in a fast-paced, evolving business environmentAnalytical Judgment: The ability to identify and escalate priority issues while using data and documentation to make informed decisionsFlexibility: Ability to work flexible hours; shifts may include evenings, weekends, or holidays to support our customers when they need us mostHunger to deliver game-changing productsExceptional drive and precision in deliveryA belief that your work is tied to your life's missionOptimistic about the potential of societal changeBenefitsCompetitive salary and stock optionsA comprehensive benefits package for you and your familyFlexible work location, hours, and paid time off401(k) matchingMonthly Acorns account contribution & GoHenry account for your familyMindfulness and Financial Wellness resources, Headspace and Addition WealthAcorns Career Development Program (Ongoing training sessions, development plans, development check-ins, Cornerstone’s online training platform)Roots Leadership Program for Emerging LeadersCommunity week onsite gatherings and various virtual eventsCompany OverviewHarvest uses AI & automation to help consumers increase net worth & achieve financial stability based on the PRO Index™, the leading indicator of financial health. It was founded in 2018, and is headquartered in New York, New York, USA, with a workforce of 2-10 employees. Its website is https://joinharvest.com.



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