Client Operations Associate

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.ResponsibilitiesProvide exceptional client serviceManage client accounts with precision and careAssist with business processesWork in a hybrid setting with the flexibility to balance professional growth and personal lifeSkillsProvide exceptional client serviceManage client accounts with precision and careAssist with business processesWork in a hybrid setting with the flexibility to balance professional growth and personal lifeA problem-solving powerhouse with a 'can-do' attitudeA strong communicator who thrives in a fast-paced environmentDetail-oriented and highly organizedA team player with resilience and adaptabilityPrevious retail or restaurant experience a plusDegrees in fields such as psychology, communications, English, or general studies are highly valued for this roleBenefitsQuarterly bonuses based upon performanceLong-term revenue sharing opportunities401(k) plan with 3% employer contributionMedical/Dental/Vision/Life insuranceGenerous PTO policy16 paid holidays including the week between Christmas and New YearsShort- and long-term disabilityHealthy 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/.



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