Client Operations Associate Position

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

· Account Management

· Trade Execution

· Business Processing

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.

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 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

· A passion for thinking strategically about interrelated process flows

· Must be able to quickly adapt to new systems and learn industry-specific software including trading, reporting and task management

· Four year undergrad degree required, business degree preferred

· Financial services experience a plus

Benefits:

· Competitive salary as well as revenue sharing bonus opportunities

· 401(k) plan with employer contribution

· Long term incentive plan

· Medical/Dental/Vision/Life insurance

· Short- and long-term disability

· Generous PTO policy

· 16 paid holidays off

· Continued Compensation Plan

· 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.

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 $70,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• On-the-job training
• Paid time off
• Vision insurance
• Work from home

Experience level:

• 2 years

Shift:

• 8 hour shift
• Day shift

Weekly day range:

• Monday to Friday
• No weekends

Work setting:

• Hybrid work
• Office

Application Question(s):

• How many years experience in operations do you have?

Education:

• Bachelor's (Preferred)

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