Operations Associate - Symonds Wealth Management

Kestra Technologies; Paris; Sur place; EUR 30 000 - 45 000; Plein temps

Résumé du poste

Kestra Technologies is seeking an Operations Associate in Paris, responsible for customer service and administrative duties. The ideal candidate should have strong computer skills and be well-organized, creating a positive experience for guests and team members.

Responsibilities include managing investment account workflows, handling customer requests, and supporting the operations team as needed. This position favors candidates with 1-3 years of experience in related fields, though all applicants are welcomed.

Qualifications

• 1-3 years of experience preferred but not required.
• College degree preferred but not required.

Responsabilités

• Follow necessary steps for investment account creation.
• Handle customer requests and account service items.
• Create a welcoming experience for all guests and team members.

Connaissances

Computer Skills

Organizational Skills

Communicating Over the Phone

Persistency

Formation

College degree

Description du poste

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