Manage high-volume operational queues via case systems
Execute core operations: process ACH disputes and inquiries
Facilitate asset movement: process 3210 letters and asset transfers
Enhance the customer experience: update funding sources and resolve inquiries
Champion account security: investigate unlock requests and verify docs
Balance protection & advocacy: protect from fraud while ensuring smooth experience

🎯 Requirements

0–2+ years in investment, banking, or financial operations
Unrivaled attention to detail
Customer-centric mindset
Strong written and verbal communication
Adaptability and multi-priority management
Flexibility to work evenings/weekends/holidays

🎁 Benefits

Stock options
Comprehensive benefits package for you and your family
Flexible work location, hours, and paid time off
401(k) matching
Mindfulness and financial wellness resources
Career development programs

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