About the Role:
As a Client Service & Marketing Operations Associate, you will be a member of our detail-oriented team in an ever-evolving environment. This is not your typical marketing position. Your main responsibilities will focus on ensuring incomparable client service while balancing the operational needs of the organization which include:
- Lead generation management and expansion
- Database organization and maintenance
- Business Processing
- Research and deployment of niche markets
- Relationship building with clients and prospective clients
- Frequent client interaction both over the phone and in-person
- Assisting with coordinating, scheduling and setting up appointments & events
This is a hybrid position, with the potential to be in the office up to 2 days a week. When not in the office, our team is set up to work from home with full functionality. 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:
- Exceptional attention to detail
- Strong organization & time management
- High level of ownership
- Strong analytical and problem-solving skills
- Outstanding oral and written communication skills
- Must be able to quickly adapt to new systems
- Four-year undergrad degree required
- Financial services experience not 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
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 company 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!
