[Hiring] Junior Invest Operations Associate @Acorns

Role Description

Acorns is seeking a Junior Invest Operations Associate to serve as a critical link in our financial operations engine. Reporting directly to the Invest Operations Team Lead, you will be responsible for executing the essential back-office processes that protect our customers’ assets and ensure their financial journeys remain seamless. This role is perfect for a detail-oriented professional who thrives at the intersection of operational precision and empathetic customer service.

Acorns is a remote-first organization, offering the flexibility to work remotely while providing optional access to office space in Irvine, CA.

What you will do at Acorns:

• 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, verifying documentation, and using standard operating procedures to decipher between fraudulent activity and false positives.
• Balance Protection & Advocacy: Work to make the experience as smooth as possible for customers caught in "false positive" flags while maintaining a rigorous defense to protect the firm and our customers from fraudulent losses.
• Collaborate & Improve: Work closely 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: The ability to consistently execute assigned tasks with a high degree of excellence and accuracy.
• Customer-Centric Mindset: A genuine passion for speaking to customers, answering queries, and solving complex financial issues.
• Strong Communication: Excellent written and verbal communication skills with a natural ability to build rapport and trust.
• Adaptability: A proactive work ethic and the ability to manage multiple priorities in a fast-paced, evolving business environment.
• Analytical Judgment: The ability to identify and escalate priority issues while using data and documentation to make informed decisions.
• Flexibility: Ability to work flexible hours; shifts may include evenings, weekends, or holidays to support our customers when they need us most.
• Hunger to deliver game-changing products.
• Exceptional drive and precision in delivery.
• A belief that your work is tied to your life's mission.
• Optimistic about the potential of societal change.

Benefits

• Competitive salary and stock options.
• A 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 sessions, development plans, development check-ins, Cornerstone’s online training platform).
• Roots Leadership Program for Emerging Leaders.
• Community week onsite gatherings and various virtual events.
• Talented and motivated team members who care deeply about one another, our mission, and 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.