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Jr. Invest Operations Associate

Acorns· Operations
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Remote$52.5k - $61.5kFull-timePosted 4d ago

About the role

Junior Invest Operations Associate at Acorns, remote-first, focused on back-office financial operations to protect customer assets and ensure seamless financial journeys.

Responsibilities

  • Manage High-Volume Operational Queues: Resolve a high volume of daily customer emails and operational cases through internal case systems, including account updates, asset transfers, and account reviews.
  • Execute Core Operations: Process ACH disputes and manage incoming mail and fax inquiries regarding asset transfer requests, asset verifications, and legal levies.
  • Facilitate Asset Movement: Process 3210 letter requests and partner with our Advisors team to facilitate customer outgoing asset transfers and incoming rollovers.
  • Enhance the Customer Experience: Assist customers with updating funding sources and resolving complex account inquiries, ensuring every interaction reflects Acorns’ mission.
  • Champion Account Security: Support the Risk team by investigating account unlock requests. Verify documentation and use SOPs, policies, and judgment to decipher between fraudulent activity and false positives.
  • Balance Protection & Advocacy: Strive to smooth the customer experience during false positives while maintaining defenses against fraudulent losses.
  • Collaborate & Improve: Work with the Team Lead and cross-functional teams to identify bottlenecks and establish priorities for new tools and infrastructure.

Qualifications

  • 0–2 years of experience in investment, banking, or financial operations.
  • Unrivaled Attention to Detail: ability to execute tasks with accuracy.
  • Customer-Centric Mindset: passion for speaking to customers and solving financial issues.
  • Strong Communication: excellent written and verbal communication skills.
  • Adaptability: proactive work ethic and ability to manage multiple priorities in a fast-paced environment.
  • Analytical Judgment: ability to use data and documentation to make informed decisions and escalate issues.
  • Flexibility: ability to work flexible hours; shifts may include evenings, weekends, or holidays.

Skills

Required:Attention to detailCustomer communicationProblem solving

Benefits

  • Competitive salary and stock options
  • Comprehensive benefits package for you and your family
  • Flexible work location, hours, and paid time off
  • 401(k) matching
  • Monthly Acorns account contribution
  • Mindfulness and Financial Wellness resources (Headspace and Addition Wealth)
  • Acorns Career Development Program (ongoing training, development plans, Cornerstone online training)
  • Roots Leadership Program for Emerging Leaders
  • Community week onsite gatherings and virtual events
  • Talented, motivated team members who care about mission and customers
  • Opportunity to contribute to meaningful work solving societal challenges.
Last updated Oct 22, 2026. Interested? Apply on the company site.

About Acorns

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