Client Operations Associate – Firm Strong Female Leadership
Position: Client Operations Associate – Join a Firm with Strong Female Leadership
Client Operations Associate – Join a Firm with Strong Female Leadership Client Operations Associate – Join a Firm with Strong Female Leadership
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Director of Hiring | Building High-Performing Teams | Driving Growth Through People | Connecting Top Talent with the Right Opportunities
Are you looking for a dynamic career where your voice is valued, your growth is encouraged, and your work-life balance is supported? Advice One is a firm that is distinguished by its strong female leadership and where women hold key decision-making roles and lead with a collaborative approach.
We are a firm where dedication is rewarded and you’ll be surrounded by an unbelievable team that works just as hard as you and who will challenge and support you every step of the way. This is an entry-level opportunity, perfect for someone looking to launch their career in a fast-paced, high-energy environment.
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.
Ready to commit but not ready to start? Let’s meet. If you want to secure your role now and start after summer, we’re happy to work with your timeline.
- What You’ll Do:
- 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
- Why You’ll Love It Here:
- Supportive & inclusive culture – We believe in empowering professionals and promoting a collaborative workplace.
- Thoughtful transparency – Your voice is important, and we empower transparency at every level, ensuring open dialogue firmwide.
- Opportunities for advancement – Whether you’re a recent graduate or have experience, your hard work and dedication will open doors to career growth.
- Finance degree not required – We welcome candidates without finance majors, including communications, business, and related fields—if you’re a strong communicator with great organizational skills, we want to hear from you. You bring the skills, and we’ll train you!
- About You:
- 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
- Competitive starting salary commensurate with experience
- Quarterly bonuses based upon performance
- Long-term revenue sharing opportunities
- 401(k) plan with 3% employer contribution
- Generous PTO policy
- 16 paid holidays including the week between Christmas and New Years
- Short- and long-term disability
- Healthy work/life balance
Why Advice One?
We are not your typical finance firm. Our team is made up of bold, dedicated professionals who have a growth-focused mindset, and have created a people-driven culture. If you’re looking for an opportunity where you can grow, be challenged, and have fun while doing it, this is the place for you.
Apply today and take the next step in your career with Advice One when you are ready.
- No phone calls please.Seniority level
- Seniority level Associate Employment type
- Employment type
- Full-timeJob function
- Job function
Customer Service, Finance, and General Business
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Medical insurance
Vision insurance
401(k)
Disability insurance
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