JOB DESCRIPTION:
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 the team, 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. We are looking for a candidate with a great attitude and work ethic who wants to be surrounded by the same.
Responsibilities include, but are not limited to:
- Delivering exceptional customer service
- Account management
- Trade execution
- Business processing and implementation
This is a hybrid position, with the current requirement to be in our Glastonbury, CT office once a week. This position requires up to 2 evenings per week, one in person and one virtual. This creates flexibility in your schedule for the remainder of the week to ensure a total of 40 hours for a healthy work/life balance. When not in the office, you will be set up to work from home with full functionality.
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 an individual that demonstrates and expects a high level of dedication both to and from their employer and team members.
The successful candidate will possess:
- Strong problem-solving skills
- Bias for action and the ability to work independently with a high level of ownership
- Excellent organizational skills
- Outstanding oral and written communication skills
- Resilience and the ability to adapt to change in a fast-paced environment
- The ability to maintain strong attention to detail and a deadline orientation across multiple tasks
- Four-year undergraduate degree required
- Financial services experience not required
Benefits:
- Competitive starting salary commensurate with experience
- Quarterly bonuses based upon performance
- Long-term revenue sharing opportunities
- 401(k) plan with 3% employer contribution
- Medical/Dental/Vision/Life insurance
- Generous PTO policy
- 16 paid holidays
- Short- and long-term disability
- Healthy work/life balance
About 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 firm that thrives on constant change. We have lofty goals within our industry, and we need more quality team members to fuel our quest for expansion. We have opportunities for recent graduates looking to start at entry level and for candidates who already have work experience. If you join our firm and show dedication and hard work, your growth is limited by only you. You will have the opportunity to utilize and enhance your skills in an environment where hard work is recognized and rewarded.
Learn more about our team at AdviceOneRetirement.com/about/Careers
Currently we are not offering internships. NO PHONE CALLS PLEASE!
