Our client is a top Wealth Management firm in the Richmond, VA area that works with professional athletes, medical professionals, and business owners. They are looking for a qualified, high-energy Investment Operations Associate to help continue the high level of service the firm prides itself on.

Responsibilities

• Oversee day-to-day practice workflow and processes to ensure efficient internal and external sales cycle
• Prepare and process all paperwork needed for investment & insurance accounts
• Manage all activities related to scheduling and prioritizing client service responsibilities, ensuring process and procedure best practices are established, communicated, prioritized, and implemented across the team
• Track and monitor all pending applications, service transactions, and action items pertaining to clients
• Review open opportunities/ tasks to identify the next action steps and assign them to respective team members
• Serve as primary communication liaison between team and client throughout the planning process to ensure timely execution of client deliverables and preparation for future meetings.
• Manage all incoming service issues from clients regarding plan and account inquiries and needs
• Maintain client case files, performance reports, account forms, and other paperwork required
• Prepare all materials for quarterly and annual reviews including proposals, insurance, and investment policy statements for clients
  
  

Qualifications

• 3-5 years of experience with financial services
• Degree in finance, business, or other related fields
• Strong attention to detail with the ability to work with a high degree of accuracy
• Experience with CRM software
• Demonstrated ability to maintain effective working relationships with clients
• Series 6 and 63 licenses and/ or Series 7 preferred
• Life/Health Insurance license (preferred– can obtain upon start)
• Completion of annual continuing education to maintain FINRA and company registrations required; and completion of bi-annual continuing education to maintain state life/health insurance licenses required

Compensation

• $55,000-65,000 plus annual bonus opportunity
• Full range of benefits, including medical, dental, vision, 401(k), LTD, group life insurance, license reimbursement, continuing education, and more

About the Role

kea is looking for an experienced, passionate, and humble Operations Associate to join our team to help us scale to the next level. This position is a mix of Customer Success (proactive), and Customer Support (reactive) with a significant amount of metrics oversight. If you’re obsessed with data-driven decision making and helping customers, then this role is for you! You will help to onboard new clients and proactively/reactively address customer issues as they arise, so it is essential that you’re very detailed, punctual and professional in all communications. In this fully-remote role, being highly-accountable is essential as you will split your time between working independently and alongside other Operations personnel, sometimes with very minimal oversight.

You will find this role exhilarating if you genuinely enjoy being the operational eyes and ears of a business while keeping customers' experience front and center at all times.

What your day-to-day looks like

• Monitoring real-time metrics to maintain healthy call center production and being proactive when signs of poor health occur. Promptly answer inbound support emails and respond to customer inquiries and service requests in a professional and courteous manner.
• Communicating with the kea Operations and Product departments and BPO leads when solving issues related to the ordering platform or agent staffing; escalating to kea Account Management and Leadership as needed.
• Support onboarding of new customers by creating accounts in kea’s database, verifying telephony setup and answering questions.
• Help maintain kea’s knowledge base for customers and assist in the creation of new SOP's.
• Track and document all happenings in HubSpot, follow up on open tickets from earlier in the day/week.
• Contact Restaurant partner locations as needed to facilitate order recovery.

What’s in it for YOU:

• Flexible, part-time hours with hourly pay
• Generous stock option plan
• Unlimited PTO
• 100% remote work
• Opportunity to “wear lots of hats” and accelerate your career
• Ownership, responsibility, and empowerment in what you do
• Incredible teammates and a caring workplace culture

What sets you up for success:

• 3+ years of experience in a data-heavy, technical-product-focused customer support/success role. True call center experience would be a plus.
• Flexible/open availability.
• Metrics-savvy & Proactive: experience monitoring metrics real-time and making decisions based on data to protect business stability and efficiency.
• Accountable & Independent: you’re self-directed and take pride in your work. It’s clear that you’re invested in your own professional growth, as well as the growth of the company you represent.
• Tech savvy: you’re computer-savvy. CRM/ticketing system experience is preferred, but not required.

What does dLocal do?
dLocal is the #1 payments leader focused on emerging markets and helpssome of the best companies in the world expand in emerging countries.Global brands such as Amazon and Microsoft rely on us to increase conversion by eliminating complexity and managing their payments expansion effortlessly. As both a payments processor and a merchant of record where we operate, we make it simple and risk-free for our client partners to make inroads into the world’s fastest-growing, emerging markets.

What’s the opportunity? 

We are looking for an Operations Associate to join our Operations Payins team. The main responsibility of this role is to ensure our operations run smoothly and all the processes are optimized, internally and externally.

What will I be doing?

• Managing data and reporting
• Give the needed support to different departments within the company 
• Identify problems: identifying operational issues and potential concerns
• Improve the overall efficiency of the company
• Recommend solutions: based on the research and analysis, make presentations and reports that support the recommended solutions to the identified problems and concerns
• Analyzing performance results and promoting optimizations in order to get the best conversion rates possible
• Work closely with the rest of the company to make their life easier, by providing the information they may need, such as transactions information, feedback from our local providers, and analysis on the current issues that may be affecting our clients and our local processes (Audit, BackOffice, etc).

What skills do I need? 

• Someone open to the constant change in an ambiguous, fast-paced environment, a self-starter, open to working across time zones with teams all over the world
• Knowledge of data analytics and reporting
• Outstanding presentation, reporting, and communication skills
• Observant profile to determine where the flaws lie (attention to detail)
• Curious profile and positive attitude
• Exceptional organizational skills, with the ability to manage multiple activities and projects at the same time
• Ability to work with tight deadlines
• Team spirit
• Advanced/Fluent English

What happens when I apply? 

First, submit your application in English so we can review your CV. We will then reach out to you by email if we find that your profile is a fit for our role and schedule a virtual interview via Google Meets with HR. You will be updated regarding the specific steps along the process. If you don’t hear from us this time, don’t worry! We’re constantly updating our careers page with new positions, make sure to come back and apply for a different one!
 

Check out ourwebpageor our Instagram @dlocalteam for more about dLocal!

Our client is a top Wealth Management firm in the Chicago area that is looking for an Investment Operations Associate. This person would ideally be in the Chicago area but there is a remote option for the right person.

The Investment Operations Associate will be a member of a growing and successful holistic financial planning team. The Investment Operations Associate will be working under the direction of two Financial Advisors and will work diligently to create meaningful financial plans for clients.

CORE RESPONSIBILITIES

• Preparing and processing all paperwork needed for investment accounts.
• Maintaining client case files, performance reports, account forms and other paperwork required.
• Preparing all materials for quarterly and annual reviews.
• Preparing proposals and investment policy statements for advisory clients.
• Creating and monitoring an activities system for account follow ups and service requirements.
• Ensure facts are in place prior to investment decisions are being made
• Thoroughly documenting and following case notes, thought process and analysis assumptions.
• Collaborates with Advisor regarding allocation and planning strategies.
  
  

ACCOUNT SERVICES AND SUPPORT

• Responding to back office inquiries.
• Ensuring compliance requirements are implemented and followed.
• Preparing client letters and other written communication as requested.
• Expedites and tracks all account transfers, rollovers and mutual fund networking.
• Control all service functions such as preparing letters instruction (e.g., asset/account transfers, beneficiary changes, etc.) for client signature, following up with clients to confirm receipt of forms or to collect outstanding paperwork for account management.
• Gather internal information for the meeting with client/prospect.
• Run MorningStar reports
• Provide securities account valuations to clients and discuss account features and performance.
  
  

CLIENT RELATIONS

• Working with clients to complete paperwork processing.
• Provide ongoing service to clients, as needed (for investments and insurance).
• Speak with clients/prospects to complete product applications and follow-up documentation.
• Speak with clients for periodic account reviews, as appropriate.
• Complete risk tolerance questionnaires with clients; assess accordingly.
  
  

Qualifications

• Bachelor’s degree
• 2-5 years of experience with investments
• Series 7 license
• Client service experience includes excellent oral and written communication skills.
• Demonstrated organizational skills, ability to multitask, and time management skills with ability to set priorities and meet deadlines.
• Strong attention to detail with the ability to work with a high degree of accuracy.
• Demonstrated ability to maintain effective working relationships with clients.
• To possess flexibility and camaraderie to work in a fast-paced team environment.
• Ability to shift gears with priorities when dealing with an assertive and fast paced manager.
• Able to balance the benefits of being lead, taking direction and working independently.
• Ability to maintain confidentiality.

Compensation
$50,000-$60,000 base salary

What does dLocal do?
dLocal is the #1 payments leader focused on emerging markets and helpssome of the best companies in the world expand in emerging countries.Global brands such as Amazon and Microsoft rely on us to increase conversion by eliminating complexity and managing their payments expansion effortlessly. As both a payments processor and a merchant of record where we operate, we make it simple and risk-free for our client partners to make inroads into the world’s fastest-growing, emerging markets.

What’s the opportunity? 

We are looking for an Operations Associate to join our Operations Payins team. The main responsibility of this role is to ensure our operations run smoothly and all the processes are optimized, internally and externally.

Preferably based in Nigeria.

What will I be doing?

• Managing data and reporting
• Give the needed support to different departments within the company 
• Identify problems: identifying operational issues and potential concerns
• Improve the overall efficiency of the company
• Recommend solutions: based on the research and analysis, make presentations and reports that support the recommended solutions to the identified problems and concerns
• Analyzing performance results and promoting optimizations in order to get the best conversion rates possible
• Work closely with the rest of the company to make their life easier, by providing the information they may need, such as transactions information, feedback from our local providers, and analysis on the current issues that may be affecting our clients and our local processes (Audit, BackOffice, etc).

What skills do I need? 

• Someone open to the constant change in an ambiguous, fast-paced environment, a self-starter, open to working across time zones with teams all over the world
• Knowledge of data analytics and reporting
• Outstanding presentation, reporting, and communication skills
• Observant profile to determine where the flaws lie (attention to detail)
• Curious profile and positive attitude
• Exceptional organizational skills, with the ability to manage multiple activities and projects at the same time
• Ability to work with tight deadlines
• Team spirit
• Advanced/Fluent English

What happens when I apply? 

First, submit your application in English so we can review your CV. We will then reach out to you by email if we find that your profile is a fit for our role and schedule a virtual interview via Google Meets with HR. You will be updated regarding the specific steps along the process. If you don’t hear from us this time, don’t worry! We’re constantly updating our careers page with new positions, make sure to come back and apply for a different one!
 

Check out ourwebpageor our Instagram @dlocalteam for more about dLocal!

What does dLocal do?
dLocal is the #1 payments leader focused on emerging markets and helpssome of the best companies in the world expand in emerging countries.Global brands such as Amazon and Microsoft rely on us to increase conversion by eliminating complexity and managing their payments expansion effortlessly. As both a payments processor and a merchant of record where we operate, we make it simple and risk-free for our client partners to make inroads into the world’s fastest-growing, emerging markets.

What’s the opportunity? 

We are looking for an Operations Associate to join our Operations Payins team. The main responsibility of this role is to ensure our operations run smoothly and all the processes are optimized, internally and externally.

What will I be doing?

• Managing data and reporting
• Give the needed support to different departments within the company 
• Identify problems: identifying operational issues and potential concerns
• Improve the overall efficiency of the company
• Recommend solutions: based on the research and analysis, make presentations and reports that support the recommended solutions to the identified problems and concerns
• Analyzing performance results and promoting optimizations in order to get the best conversion rates possible
• Work closely with the rest of the company to make their life easier, by providing the information they may need, such as transactions information, feedback from our local providers, and analysis on the current issues that may be affecting our clients and our local processes (Audit, BackOffice, etc).

What skills do I need? 

• Someone open to the constant change in an ambiguous, fast-paced environment, a self-starter, open to working across time zones with teams all over the world
• Knowledge of data analytics and reporting
• Outstanding presentation, reporting, and communication skills
• Observant profile to determine where the flaws lie (attention to detail)
• Curious profile and positive attitude
• Exceptional organizational skills, with the ability to manage multiple activities and projects at the same time
• Ability to work with tight deadlines
• Team spirit
• Advanced/Fluent English

What happens when I apply? 

First, submit your application in English so we can review your CV. We will then reach out to you by email if we find that your profile is a fit for our role and schedule a virtual interview via Google Meets with HR. You will be updated regarding the specific steps along the process. If you don’t hear from us this time, don’t worry! We’re constantly updating our careers page with new positions, make sure to come back and apply for a different one!
 

Check out ourwebpageor our Instagram @dlocalteam for more about dLocal!

What does dLocal do?
dLocal is the #1 payments leader focused on emerging markets and helpssome of the best companies in the world expand in emerging countries.Global brands such as Amazon and Microsoft rely on us to increase conversion by eliminating complexity and managing their payments expansion effortlessly. As both a payments processor and a merchant of record where we operate, we make it simple and risk-free for our client partners to make inroads into the world’s fastest-growing, emerging markets.

What’s the opportunity? 

We are looking for an Operations Associate to join our Operations Payins team. The main responsibility of this role is to ensure our operations run smoothly and all the processes are optimized, internally and externally.

What will I be doing?

• Managing data and reporting
• Give the needed support to different departments within the company 
• Identify problems: identifying operational issues and potential concerns
• Improve the overall efficiency of the company
• Recommend solutions: based on the research and analysis, make presentations and reports that support the recommended solutions to the identified problems and concerns
• Analyzing performance results and promoting optimizations in order to get the best conversion rates possible
• Work closely with the rest of the company to make their life easier, by providing the information they may need, such as transactions information, feedback from our local providers, and analysis on the current issues that may be affecting our clients and our local processes (Audit, BackOffice, etc).

What skills do I need? 

• Someone open to the constant change in an ambiguous, fast-paced environment, a self-starter, open to working across time zones with teams all over the world
• Knowledge of data analytics and reporting
• Outstanding presentation, reporting, and communication skills
• Observant profile to determine where the flaws lie (attention to detail)
• Curious profile and positive attitude
• Exceptional organizational skills, with the ability to manage multiple activities and projects at the same time
• Ability to work with tight deadlines
• Team spirit
• Advanced/Fluent English

What happens when I apply? 

First, submit your application in English so we can review your CV. We will then reach out to you by email if we find that your profile is a fit for our role and schedule a virtual interview via Google Meets with HR. You will be updated regarding the specific steps along the process. If you don’t hear from us this time, don’t worry! We’re constantly updating our careers page with new positions, make sure to come back and apply for a different one!
 

Check out ourwebpageor our Instagram @dlocalteam for more about dLocal!