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Client Service Specialist
AdviceOne LLC | Glastonbury, CT
About AdviceOne:
AdviceOne LLC is a growing wealth management firm that offers financial planning and asset management for a broad client base. This is a fast-paced firm that thrives on constant change. We have lofty goals within our industry and have added 10 employees in the past year who have helped us grow, but we need more quality team members to continue our growth and fuel our quest for expansion.
Ideal Candidate:
AdviceOne LLC is a rapidly-growing firm and our ideal candidate isn’t an average employee. We are in need of superstars with great attitudes looking for direction in their careers. If you are satisfied putting in an average day’s work, and are looking for just another job, this is not the company for you. We are seeking candidates who are dedicated to growing with us as a company. We are looking for candidates to “wow” us from the start, be bold, be candid, and be exceptional! ONLY apply to join our dedicated team if you’ve always been the hardest working employee at every job you’ve held. Other qualifications we look for include:
Responsibilities:
As a Client Service Associate, you will be a member of a detail-oriented team in an ever-evolving environment. Your main responsibilities will focus on ensuring incomparable customer service with social perceptiveness while balancing the operational needs of the organization which include, but are not limited to:
Opportunity for Advancement:
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.
What Else Does AdviceOne Have to Offer?
Currently we are not offering internships. NO PHONE CALLS PLEASE!
AdviceOne LLC | Glastonbury, CT
About AdviceOne:
AdviceOne LLC is a growing wealth management firm that offers financial planning and asset management for a broad client base. This is a fast-paced firm that thrives on constant change. We have lofty goals within our industry and have added 10 employees in the past year who have helped us grow, but we need more quality team members to continue our growth and fuel our quest for expansion.
Ideal Candidate:
AdviceOne LLC is a rapidly-growing firm and our ideal candidate isn’t an average employee. We are in need of superstars with great attitudes looking for direction in their careers. If you are satisfied putting in an average day’s work, and are looking for just another job, this is not the company for you. We are seeking candidates who are dedicated to growing with us as a company. We are looking for candidates to “wow” us from the start, be bold, be candid, and be exceptional! ONLY apply to join our dedicated team if you’ve always been the hardest working employee at every job you’ve held. Other qualifications we look for include:
- BA/BS degree or equivalent
- Excellent computer skills
- Polished, outgoing personality
- Strong communication skills
- Enjoy working in a fast-paced environment
- Adaptable to constant change
- Ability to multi-task
- Absolute can-do attitude
- Financial services experience not required
Responsibilities:
As a Client Service Associate, you will be a member of a detail-oriented team in an ever-evolving environment. Your main responsibilities will focus on ensuring incomparable customer service with social perceptiveness while balancing the operational needs of the organization which include, but are not limited to:
- Heavy client interaction both in person and over the phone
- Maintaining the appearance of our client spaces
- Relationship building with our clients
- Cleaning and setting up for appointments throughout the day
Opportunity for Advancement:
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.
What Else Does AdviceOne Have to Offer?
- Competitive salary
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Healthy work/life balance
- 401(k) plan with employer contribution
Currently we are not offering internships. NO PHONE CALLS PLEASE!