Kestra Financial

Independent RIA and broker/dealer services platform

Operations Associate

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeFort Worth, TX, USANo salary listedIn-person

About the Job

Requirements

Computer skills.
Ability to communicate over the phone.
Organizational skills.
One to three years of experience is preferred but not required.
A college degree is preferred but not required.

Responsibilities

Follow the necessary steps for investment account creation.
Continuously follow up on outstanding requirements during account creation and account funding.
Communicate by phone and email to gather requirements for account creation.
Add, update, and complete workflows within the customer relationship management system.
Address work items in Not in Good Order status.
Add and edit account features, such as cashiering requests for a client.
Work alongside experienced team members and ask for help when needed.
Create a welcoming experience for guests and team members.
Answer inbound phone calls and route them to the appropriate person or take a message.
Handle customer requests and account service items, such as address and beneficiary changes.
Set up and maintain the customer online portal experience in eMoney.
Perform data entry.
Create electronic files for clients and accounts.
Print, scan, fax, mail, and file documents.

Desired Qualifications

One to three years of experience.
A college degree.

Operations Associate - Symonds Wealth Management

Kestra Financial Independent Advisor · Fort Worth, United States · — · Posted 2023-09-08

Workplace: on_site

Department: Financial Services

Description

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

Apply

Apply at Kestra Financial Independent Advisor

About the Company

Kestra Financial

Independent RIA and broker/dealer services platform

Kestra Financial provides independent wealth-management platforms and back-office services for RIAs and broker/dealers. It combines wealth-management services with technology and practice-enrichment tools to help advisors grow, offering product suites such as Kestra Private Wealth Services, Kestra Investment Services, Kestra Advisory Services, and Kestra Institutional Services, along with platforms like Fusion and Partners Financial/Benefits Partners. It differentiates itself through a long track record of independence, a broad multi-platform ecosystem, and integrated back-office support rather than just selling products. Its goal is to empower independent advisors to grow their practice and deliver personalized client service through transparent, integrated technology and support.

Company size: 201-500
Company stage: IPO
Headquarters: Austin, TX
Founded: 1996

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