Invest Operations Associate

At Acorns we look after the financial best interest of the up-and-coming.  We are innovators. We make bold decisions. We stay curious, inspiring one another to push past all previous thresholds of possibility.  We are one team and are building a diverse community of team members, partners, and customers from all walks of life to foster creativity, challenge conventional thinking, and put the tools of wealth-making in everyone’s hands. 

We are looking for missionaries who are rooted in purpose, to join our team. We can achieve our goals if we are a team of missionaries working toward a shared purpose and mission. 

Our mission? With benevolence and courage, we 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, creating compound growth at every life stage.

 

 

Invest Operations Associate | Acorns

Acorns is seeking a FINRA-licensed series 7/66 registered representative to join the Advisor Operations team within the Invest Operations department to build and maintain customers’ trust in Acorns. Our Investment Operations team reviews and executes the full life cycle of every investment transaction and manages all investment advisor-related customer inquiries. Through deep operational insight and big-picture thinking, you’ll improve our customer’s experience via timely resolutions, surfacing issues as they arise, and improving processes. 

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

Within 1 month, you will:

• Introduce yourself and become integrated with the Invest Operations team
• Develop relationships with key stakeholders and cross-functional teams
• Learn Advisor Operations team team priorities, responsibilities, and goals
• Complete Acorns’ best-in-class onboarding, Acorns’ Seedling Program
• Participate in a virtual coffee session hosted by Acorns’ CEO, Noah Kerner
• Attend your first community-wide virtual all-hands meeting 

Within 3 months, you will:

• Identity and address customer needs via email while maintaining exceptional customer service
• Approve and verify new investment and UTMA/UGMA accounts requiring manual review
• Assist customer with executing incoming and outgoing rollovers/transfers, IRA account type change, and cost basis requests
• Process levies, checks/wire payments, court orders, and deceased account procedures
• Monitor accounts with suspicious activity and determine the appropriate action needed
• Assist customers with unsuccessful ACH payments, funding source change requests, and creating individual trade orders 
• Monitor and respond to customer funding source ACH Disputes
• Review your 30-60-90 day goals and accomplishments with your manager
• Engage in Acorn’s Community & Heritage celebrations
• Receive operational updates from our GoHenry & PixPay team members during Acorns’ quarterly global virtual all-hands session

Within 6 months, you will:

• Meet service level agreement and customer experience goals with all customer inquiries
• Assist the offshore back office team with any escalated requests they are unable to handle 
• Recognize, prevent, and communicate fraud issues effectively
• Complete a Performance Development Check-in to align on Performance and Values Rating Trends

What you will bring to Acorns:

• FINRA SIE, Series 66, 7 licenses or the ability to obtain within 6 months of hire
• 0 - 3 years of investment or financial operations experience
• Detailed oriented and the ability to execute assigned tasks with a high degree of excellence
• Customer-focused, empathetic, and a passion for working with custom