AdviceOne LLC is a firm distinguished by its strong female leadership, promoting a collaborative workplace. The Client Operations Associate will provide exceptional client service, manage client accounts, and assist with business processes in a hybrid setting.
Responsibilities
- Provide exceptional client service
- Manage client accounts with precision and care
- Assist with business processes
- Work in a hybrid setting with the flexibility to balance professional growth and personal life
Skills
- Provide exceptional client service
- Manage client accounts with precision and care
- Assist with business processes
- Work in a hybrid setting with the flexibility to balance professional growth and personal life
- A problem-solving powerhouse with a 'can-do' attitude
- A strong communicator who thrives in a fast-paced environment
- Detail-oriented and highly organized
- A team player with resilience and adaptability
- Previous retail or restaurant experience a plus
- Degrees in fields such as psychology, communications, English, or general studies are highly valued for this role
Benefits
- 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 including the week between Christmas and New Years
- Short- and long-term disability
- Healthy work/life balance
Company Overview
AdviceOne is a growing billion-dollar advisory firm, with strong female leadership presence, that specializes in retirement decisions and asset management. It was founded in 1999, and is headquartered in Glastonbury, Connecticut, US, with a workforce of 51-200 employees. Its website is https://adviceoneretirement.com/about/careers/.