Client Experience Associate

AdviceOne LLC is a growing advisory firm specializing in retirement planning and asset management for clients nationwide. The Client Experience Associate will ensure every client receives exceptional service, focusing on building strong client relationships and managing communication effectively.ResponsibilitiesWelcoming clients in a friendly, polished, and professional mannerBuilding and maintaining strong client relationshipsPreparing and resetting meeting rooms on our live Tuesday client daysManaging inbound and outbound client phone callsScheduling appointmentsSupporting clients and prospects with connecting to virtual meetingsCommunicating with clients throughout the day via email and textSkillsA polished, outgoing demeanorStrong verbal communication skills and exceptional work ethicOutstanding customer service abilitiesThe ability to multitask effectivelySolid computer proficiencyComfort working in a fast-paced, ever-changing environmentEvening availability preferred but not requiredFinancial services experience is not neededBenefitsQuarterly performance-based bonusesLong-term revenue-sharing opportunities401(k) with 3% employer contributionGenerous PTO16 paid holidays, including the week between Christmas and New Year’sMedical, dental, vision, and life insurance (eligibility as full time employee of 30+ hours per week)Short- and long-term disability coverage (eligibility as full time employee of 30+ hours per week)A supportive environment that values healthy work/life balanceCompany OverviewAdviceOne 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/.



Apply Now