Client Operations Associate

Client Operations Associate – Join a Firm with Strong Female Leadership

Are you looking for a dynamic career where your voice is valued, your growth is encouraged, and your work-life balance is supported? AdviceOne 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.

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 from a wide range of academic backgrounds—particularly those with strengths in communication, relationship‑building, and client engagement. Degrees in fields such as psychology, communications, English, or general studies are highly valued for this role.

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
• Previous retail or restaurant experience a plus

Balance:

• Hybrid position – office in Glastonbury, CT
• In-person on Tuesdays, every other day is work from home
• 2 evenings a week required (Monday through Wednesday)
• Flexibility in remainder of week to ensure a total of 40 hours for work/life balance
• We provide full work from home functionality

Benefits:

• Competitive starting salary commensurate with experience
• Quarterly bonuses based upon performance
• Long-term revenue sharing opportunities
• 401(k) plan with 3% employer contribution
• Medical/Dental/Vision/Life insurance
• Generous PTO policy
• 16 paid holidays including the week between Christmas and New Years
• Short- and long-term disability
• Healthy work/life balance

Why AdviceOne?

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.

Check out our culture at AdviceOneRetirement.com/about/careers

No phone calls please.