Entry-Level Client Service Associate
: Job Details :

As an Entry Level Client Service Associate, you will be a member of a growing, detail-oriented team in an ever-evolving environment. We are in search 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 looking for candidates to wow us from the start, be bold, be candid, and be exceptional! We are seeking candidates who are dedicated to growing with us as a company. Other qualifications we look for include:

• Polished, outgoing personality
• Creative mindset
• Absolute can-do attitude
• Excellent computer skills
• Strong communication skills
• Enjoy working in a fast-paced environment
• Adaptable to constant change
• Ability to multi-task
• BA/BS degree or equivalent

Financial services experience not required

Responsibilities:

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
• Relationship building with our clients and prospective clients
• Maintaining the appearance of our client spaces
• 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.

About Benefits:

• Competitive starting salary commensurate with experience
• Quarterly bonus opportunities
• 401(k) plan with employer contribution
• Medical/Dental/Vision/Life insurance
• Generous PTO policy
• 16 paid holidays
• Long Term Incentive Plan (Revenue Sharing)
• Short- and long-term disability
• Healthy work/life balance

About 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 firm that thrives on constant change. We have lofty goals within our industry, and we need more quality team members to fuel our quest for expansion.

Check us out at AdviceOneRetirement.com/careers

Currently we are not offering internships. NO PHONE CALLS PLEASE