Symonds Wealth Management is a retirement planning and investment management firm located in Fort Worth, TX.

Job Title: Operations Associate

Job Type: Full-Time

Location: 2512 Horne Street, Suite 100, Fort Worth, TX 76107

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