Jr. Invest Operations Associate

Execute back-office processes to protect customer assets and ensure seamless financial journeys.

• •As a Junior Invest Operations Associate, you will execute essential back-office processes to protect customer assets and ensure seamless financial journeys.
• •You will work at the intersection of operational precision and empathetic customer service.
• •Key Responsibilities Manage high-volume customer email and operational case queues including account updates and asset transfers.
• •Process ACH disputes, incoming mail/fax inquiries, and legal levies.
• •Investigate account security and unlock requests to prevent fraud while advocating for legitimate customers.
• •Requirements 0–2+ years of experience in investment, banking, or financial operations.
• •Unrivaled attention to detail and accuracy in executing assigned tasks.
• •A customer-centric mindset with a passion for resolving complex account inquiries.