[Remote] Invest Operations Associate at Acorns

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

FINRA Series 66 and 7 license
Series 66 and 7 license within 6 months of hiring
1-3 years of investment, banking, or financial operations experience
Detail-oriented and ability to consistently execute on assigned tasks effectively
Excellent written and verbal communication skills
Ability to build rapport and customer-focused
Strong work ethic and proactive approach
Ability to manage multiple priorities and adapt to change
Flexibility with working hours, including evenings, weekends, and holidays
Thirst for delivering game-changing products
Exceptional drive and precision in delivery
Belief that work is tied to life's mission
Optimistic about societal change

Responsibilities

Manage the full lifecycle of investment-related customer support
Support age of transfer requests, incoming and outgoing rollovers, and funding source changes
Handle specialized processes including levies, wire payments, court orders, deceased accounts, and ACH disputes
Execute individual trade orders and assist in unsuccessful ACH payment resolution
Collaborate with internal stakeholders to support ongoing operations and initiatives
Coordinate with IRA custodian to support audits, reconciliations, withholding, and rollover activities
Monitor and respond to operational incidents, escalating and resolving issues in a timely manner
Review and support the accuracy of customer 1099 forms before release
Maintain and enhance email macros and SOPs to improve team efficiency and customer experience
Identify opportunities to improve, streamline, or automate internal processes while ensuring compliance with regulations
Develop and implement process improvements to enhance customer experience and efficiency
Provide exceptional customer service and support to customers
Participate in process improvements and issue resolution to ensure customer satisfaction

Skills

Acorns

Micro-investing platform for everyday users

About Acorns

Acorns simplifies investing for everyday people, particularly those new to investing or preferring a hands-off approach. Its main product is a micro-investing platform that allows users to invest spare change from everyday purchases. For instance, if a user buys a coffee for $2.50, Acorns rounds up the purchase to $3.00 and invests the $0.50 difference. This makes investing accessible for those without large sums to invest upfront. Acorns also offers retirement accounts, checking accounts, and educational resources to help users make informed financial decisions. Unlike many competitors, Acorns operates on a subscription model, charging users a monthly fee based on the level of service. The company also partners with brands to provide cashback rewards that are automatically invested into users' accounts. Acorns aims to make investing easy and accessible, helping clients grow their financial knowledge and wealth.

Irvine, CaliforniaHeadquarters

2012Year Founded

$491.2MTotal Funding

IPOCompany Stage

Fintech, Financial ServicesIndustries

501-1,000Employees

Benefits

Healthcare

401(k)

Equity

Competitive Compensation

Flexible Paid Time Off

Learning & Development

Wellness

Flexible Work Hours

Quarterly Team Outings

Personal Development Plans

Annual Compensation Reviews

Recognition

Risks

Increased BNPL usage among Gen Z may reduce their investment capacity with Acorns.

Unpredictable IPO market could affect Acorns' public offering plans and valuation.

Privacy concerns may hinder adoption of Acorns' payment solution for kids.

Differentiation

Acorns offers micro-investing by rounding up purchases to invest spare change.

Partnerships with Vanguard and BlackRock provide Acorns users access to diversified portfolios.

Acorns collaborates with financial experts like Suze Orman for trusted financial advice.

Upsides

Acorns plans to go public, potentially increasing its market presence and resources.

The 'great wealth transfer' could expand Acorns' user base among younger investors.

Collaboration with Google Wallet targets younger audiences, enhancing long-term customer retention.

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