As a Client Operations Associate, you will be a part of our largest department assisting in the delivery of our best-in-class financial advisory services. As a member of a detail-oriented team in an ever-evolving environment, we both encourage and require your candid feedback; and will foster your existing ownership mentality and commitment to continuous improvement to perpetually enhance our internal efficiency.
Responsibilities include, but are not limited to:
- Customer Service
- Business Processing
- Heavy client interaction both over the phone and in-person
- Database organization and maintenance
- Lead Generation
- Assistance with virtual and live events
- Cleaning and setting up for appointments throughout the day
This is a hybrid position, with the potential to be in the office up to 1 day a week. When not in the office, our team has been set up to work from home with full functionality. Please note, this position requires up to 2 evenings a week while maintaining a balance of 40 hours per week for a healthy work/life balance.
About You:
As a rapidly growing organization that thrives on constant change, we are seeking highly determined team members with great attitudes who are dedicated to growing with us as a company. We are looking for candidates who “wow” us from the start by being bold, candid, and exceptional! We are looking for individuals that both demonstrate and expect a high level of dedication both to and from their employer & team members.
The successful candidate will possess:
- Strong analytical and problem-solving skills
- Excellent organizational skills
- High EQ
- Outstanding oral and written communication skills
- Resilience and the ability to adapt to change in a fast-paced environment
- Bias for action and the ability to work independently
- The ability to maintain strong attention to detail and a deadline orientation across multiple tasks
- Must be able to quickly adapt to new systems and task management
- Four year undergraduate degree required
Benefits:
- Competitive starting salary commensurate with experience
- Quarterly bonus opportunities
- 401(k) plan with employer contribution
- Medical/Dental/Vision/Life insurance
- Generous PTO policy
- 16 paid holidays off
- Long Term Incentive Plan (Revenue Sharing)
- Short- and long-term disability
- Healthy work/life balance
AdviceOne:
AdviceOne is a predominantly female-led growing advisory firm that specializes in retirement decisions and asset management for our clients nationwide. This is a fast-paced company that thrives on constant change. We are a fee-only firm acting in a fiduciary capacity for our clients. We have opportunities for recent graduates looking to start at entry level and for candidates who already have work experience.
Learn more about our team at AdviceOneRetirement.com/about/careers
Currently we are not offering internships. NO PHONE CALLS PLEASE!
Job Type: Full-time
Pay: From $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Paid training
- Retirement plan
- Vision insurance
Compensation package:
Schedule:
- Day shift
- Monday to Friday
Education:
Ability to Commute:
- Glastonbury, CT 06033 (Required)
Ability to Relocate:
- Glastonbury, CT 06033: Relocate before starting work (Required)
Work Location: Hybrid remote in Glastonbury, CT 06033