Acorns is seeking a Financial Operations Associate to play a key role in the daily management and execution of our investment product operations, ensuring accuracy and efficiency in cash and security transfers, while maintaining meticulous documentation and compliance. Acorns is a remote-first organization, offering the flexibility to work remotely while providing optional access to office space in Irvine, CA. Job Overview Job Types: Part-time, Full-time Workspace: Work from home Location: Remote Salary: (USD) $36 an hour Employer: Acorns Responsibilities You'll be instrumental in the smooth running of our financial operations, helping to look after the financial best interests of our up-and-coming customers. Assist in the processing of the firm’s daily cash and security transfers related to the firm’s investment products. Monitor customer cash balances on a daily and periodic basis to identify unusual fluctuations, deficits, or excess balances. Gather essential data points from ...
The Client Success Executive role is responsible for driving client success, achieving trusted advisor status with client executives and growing revenue for their assigned portfolio of accounts. They will be responsible for expanding existing services opportunities and the development of new cross-sell engagements. The Client Success Executive will also serve as the central coordinator and liaison for interactions between MCA Connect and the client after an implementation project has been awarded. In addition, the Client Success Executive will serve as an escalation point for the client beyond the Project Manager and for the MCA Connect Project Manager or Delivery Director. The Client Success Executive function is primarily a non-billable role, however, it is expected that some consulting and project m...