As a Sr. 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 preferred
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
· 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 CareersAtAdviceOne.com
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
Education:
- Bachelor's (Preferred)
Experience:
- Financial services: 2 years (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