Junior Investment Operations Associate

Acorns

. Resolve a high volume of daily customer emails and operational cases through internal case systems .

Posted 10/14/2026full-timeRemote • California • United StatesJunior💰 $52,500 - $61,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service skills with the ability to resolve complex financial inquiries and manage account operations efficiently. Proficient in executing tasks with precision while collaborating with cross-functional teams to enhance operational processes.

Highest-signal resume keywords

Customer Service ExcellenceFinancial Operations ExperienceWritten And Verbal CommunicationProblem Solving SkillsData-Driven Decision Making

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementACH Dispute ProcessingFraud DetectionOperational Case ResolutionAsset Transfer Processing

Soft Skills

Proactive Work EthicAbility To Build RapportAttention To DetailAdaptability In Fast-Paced EnvironmentsStrong Interpersonal Skills

Tools & Technologies

Internal Case Systems

Industry Keywords

Investment OperationsBankingFinancial ServicesE-Verify Compliance

About the role

Key responsibilities & impact

Resolve a high volume of daily customer emails and operational cases through internal case systems
Handle account updates, asset transfers, and account reviews
Make occasional outbound calls as required
Process ACH disputes
Manage incoming mail and fax inquiries regarding asset transfer requests, asset verifications, and legal levies
Process 3210 letter requests
Partner with the Advisors team to facilitate customer outgoing asset transfers and incoming rollovers
Assist customers with updating funding sources and resolving complex account inquiries
Investigate account unlock requests for the Risk team
Verify documentation and apply standard operating procedures, policies, and judgment to distinguish fraudulent activity from false positives
Support customers affected by false-positive flags while protecting the firm and customers from fraudulent losses
Collaborate with the Team Lead and cross-functional teams to identify bottlenecks and prioritize new tools and infrastructure

Requirements

What you’ll need

0–2 years of experience in investment, banking, or financial operations
Ability to consistently execute assigned tasks with a high degree of excellence and accuracy
Passion for speaking to customers, answering queries, and solving complex financial issues
Excellent written and verbal communication skills
Ability to build rapport and trust
Proactive work ethic and ability to manage multiple priorities in a fast-paced, evolving business environment
Ability to identify and escalate priority issues
Ability to use data and documentation to make informed decisions
Ability to work flexible hours, including evenings, weekends, or holidays
Hunger to deliver game-changing products
Exceptional drive and precision in delivery
Belief that your work is tied to your life's mission
Optimism about the potential of societal change
Acorns mission, vision, and values alignment
Employment eligibility verified through E-Verify

Benefits

Comp & perks

Competitive salary and stock options
A comprehensive benefits package for you and your family
Flexible work location and hours
Paid time off
401(k) matching
Monthly Acorns account contribution
Mindfulness and Financial Wellness resources
Headspace and Addition Wealth
Acorns Career Development Program, including ongoing training sessions, development plans, development check-ins, and Cornerstone’s online training platform
Roots Leadership Program for Emerging Leaders
Community week onsite gatherings and various virtual events
Optional access to office space in Irvine, CA
Medical, financial, and other benefits
Vacation, sick time, and parental leave
Equity grants
Discretionary cash bonus awards