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micro investing app
 
HQ    Posted: Thursday, June 20, 2019
 
   
 
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Invest Operations | Acorns

At Acorns, we're building a different kind of investing experience - one that looks after the financial best interests of the up-and-coming. The Acorns team is passionate about pursuing our mission & living our values. It all begins with Heart. Our Heart leads us in everything we do. It allows us to make bold decisions, build trust, grow & advance our society. Come find your place at Acorns & join us in the movement to transform an industry.

Acorns is seeking an Invest Operations Associate to build & maintain customers trust in Acorns as a revolutionary investing service.

Through your product know-how & brilliant customer service, youll help our users navigate through timely technical resolutions, product features, & best practices.

Through deep operational insight & big picture thinking, youll improve our customers experience through timely resolutions, surfacing issues as they arise, & improving processes.

Within 1 month, you will:

  • Shadow Senior Associates to obtain knowledge of the teams controls, risk, & procedures.
  • Handle daily task that directly impact the customer experience.
  • Manage securities related customer inquiries, 407 requests, & meet Service Level Agreement criteria for asset verifications.
  • Have recurring 1 on 1s with management & meet regularly with Senior Invest Ops associates to provide onboarding feedback & understand team goals.

Within 3 months, you will:

  • Process daily buys, sells, & rebalances for Acorns customers with supervisor oversight.
  • Contributed to creating tighter controls & procedures for workflows.
  • Learn & handle deposit & withdrawal approval process.
  • Meet daily workflow service level agreements consistently.
  • Recognize, prevent & communicate fraud issues.
  • Participate in weekly Acorns Securities meetings to gain insight on departments updates & provide feedback on ways to improve.
  • Learn & be able to execute basic data queries.

Within 12 months, you will:

  • Pass the Finra Series 24 Exam.
  • Have deep knowledge of money movement processes to prevent & surface issues as they arise.
  • Worked directly with Product & Engineering teams to implement new processes that will impact the customer experience.
  • Partnered with compliance to satisfy regulatory requirements & reduce regulatory risk.
  • Be able to create exception reports, dashboards, & provide data insights with advanced SQL skills.

What you will bring to Acorns:

  • BA/BS degree
  • FINRA Series 7 license required.
  • FINRA Series 66 or 63 license required.
  • 0-2 years of account management/customer service experience
  • A passion for Acorns & supporting the best financial best interest of the up-and-coming.
  • Ability to consistently execute on day to day tasks.
  • Masterful problem-solving skills, ability to identifying customer needs & provide thoughtful solutions.
  • Exceptional awareness with the ability to communicate & escalate issues.
  • High degree of professionalism & poise.
  • Excellent written & oral communications skills.

What we offer:

  • Competitive salary & stock options
  • A comprehensive benefits package to meet the needs of you & your family
  • Unlimited paid time off
  • Corporate gym access
  • Daily breakfast, weekly team lunches, & an endless supply of snacks
  • Numerous career possibilities that allow you to grow with Acorns
  • Talented & motivated team members who care deeply about one another, our mission & our customers.
  • The rare opportunity to create a new world. We inspire one another every day to do meaningful work that solves big societal challenges.

About Acorns:

Acorns is the leading micro-investing app in the U.S. It allows users to round up their daily purchases & automatically Invest the Change into a low-cost, diversified portfolio of exchange-traded funds offered by some of the world's top asset managers (including Vanguard & BlackRock). Founded in Newport Beach, Calif., by father & son team Walter & Jeff Cruttenden, Acorns provides a simple entry-point using the Acorns app on iPhone or Android. Customers accumulate fractional shares in one of five portfolios constructed by world-renowned Nobel Laureate economist Dr. Harry Markowitz. Acorns' smart portfolio algorithms automatically work in the background of life, helping users build wealth naturally, pennies at a time. From Acorns mighty oaks do grow.

Mission:

With benevolence & courage, we look after the financial best interests of the up-and-coming; beginning with the empowering step of micro-investing.

Values:

  1. Lead with heart
  2. Make bold decisions
  3. Always build trust
  4. Never stop growing
  5. Advance our society
 
 
 
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