Client Operations Associate Position
4.
0 Glastonbury, CT Glastonbury, CT Full-time Full-time From $70,000 a year From $70,000 a year 4 days ago 4 days ago 4 days ago 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.
Estimated Salary: $20 to $28 per hour based on qualifications.
0 Glastonbury, CT Glastonbury, CT Full-time Full-time From $70,000 a year From $70,000 a year 4 days ago 4 days ago 4 days ago 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.
Estimated Salary: $20 to $28 per hour based on qualifications.
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