Jobs and Careers

Sr. Invest Operations Associate

UKRemotefull_timeVerifiedPosted 16 Apr 2025

💰 $85,000/yr($72,500/yr – $85,000/yr)

About the role

At Acorns, our mission is to look after the financial best interests of the up-and-coming, beginning with the empowering, proud step of micro-investing. How do we accomplish our mission? Our values.

Lead With Heart - With compassion, integrity, and tenacity, inspire yourself and others to move past all previous thresholds of possibility

Make Bold Decisions - We are creating a new world. Be optimistic, adventurous, and courageous. Leap fearlessly into the future

Always Build Trust - Say what you mean, mean what you say, and do what you say you’re going to do. We are all owners. We are one team

Never Stop Growing - Change IS the constant. Stay hungry and curious. Be relentless in the pursuit of progress

Find a way - Never settle, no excuses, nothing is impossible. Just make it happen

Our values guide us, and our mission drives us. Come join us and help deliver financial wellness for the whole family, putting the tools of wealth-making into everyone’s hands.

Sr. Invest Operation Associate | Acorns

Acorns is seeking a highly motivated and detail-oriented Series 66 and 7 licensed Registered Representative to join our dynamic Investment Operations team. This role is crucial in ensuring the integrity and efficiency of investment transactions, fostering customer trust in Acorns’ innovative investing platform. You will be responsible for managing the full lifecycle of investment transactions and addressing investment advisor-related customer inquiries, while contributing to process improvements and issue resolution.

This role has the option to be remote or based in our Irvine, CA, or New York, NY offices.

What you will do at Acorns:

Manage the full lifecycle of investment-related customer support, ensuring timely and accurate responses to inquiries.
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 (Legal, Compliance, Marketing, and Product teams) to support ongoing operations and initiatives.
Coordinate with our 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.

What you will bring to Acorns:

FINRA SIE, Series 66, 7 license or will obtain in 6 months from being hired
3-5 years of investment, banking or financial operations experience
Detail-oriented and the ability to consistently execute on assigned tasks effectively with a high degree of excellence
Customer-focused and a passion for speaking to customers, answering queries, and solving complex issues
Excellent written and verbal communication skills and the ability to build rapport
Strong work ethic and a proactive approach, able to effectively manage multiple priorities and adapt to change within a fast-paced business environment
Ability to identify and escalate priority issues
You are flexible with your working hours. Shifts may include evenings, weekends, or holidays