Client Service & Marketing Operations Associate

As a Client Service & Marketing 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:

• Customer service
• Business processing
• Heavy client interaction both over the phone and in-person
• Database organization and maintenance
• Lead generation
• Target research
• Coordinating and setting up virtual and live appointments & events

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
• Excellent organization & time management
• Outstanding oral and written communication skills
• The ability to maintain strong attention to detail and a deadline orientation across multiple tasks
• Must be able to quickly adapt to new systems and task management
• Four-year undergraduate degree required
• Financial services experience not required!

Benefits:

• Competitive starting salary commensurate with experience
• Quarterly bonus 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

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!

Job Type: Full-time

Pay: From $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Paid training
• Vision insurance
• Work from home

Compensation Package:

• Bonus opportunities

Schedule:

• Day shift
• Monday to Friday
• No weekends

Education:

• Bachelor's (Required)

Ability to Commute:

• Glastonbury, CT 06033 (Required)

Work Location: Hybrid remote in Glastonbury, CT 06033