One Day In July | Financial Advisors · 2 months ago
Client Services Associate
Burlington, VT
Full-time
Onsite
New Grad, Entry Level
$65K/yr - $75K/yrOne Day In July is a rapidly growing investment firm headquartered in Burlington, Vermont, focused on providing fiduciary financial advice and investment management. The Client Services Associate will assist financial advisors with client interactions, onboarding processes, and maintaining client records to ensure excellent service and compliance.
AdviceConsultingFinancial ServicesProfessional Services
Responsibilities
Assist Advisor Team with calls from both prospective and existing clients; schedule meetings and manage client meetings
Review materials related to new clients and accounts to ensure proper documentation and help facilitate a smooth onboarding process
Update client records, organize communications and take corrective action as needed in both Charles Schwab and the company CRM
Coordinate with clients to complete various paperwork and other tasks
Prioritize and track items that need to be accomplished while managing deadlines
Become an expert in the day-to-day activities of the business and be able to train others
Manage and execute various projects for the firm
Coordinate communications and workflows with Advisors and others in the firm
Organize a great deal of paperwork and digital files
Qualification
Required
Have a proven record of providing superior client service, attention to detail, and documentation
Be an excellent communicator, both written and verbal
Possess excellent organizational skills
Demonstrate excellent Microsoft Excel skills
Be proactive: identify opportunities and problems and take them to the next level without being asked
Be able to 'wear multiple hats' and quickly adapt to changing priorities
Focus on processes and controls with the ability to understand and assess risk
Possess a positive attitude, tremendous grit, and ability to prioritize
Have a commitment to maintaining confidentiality and ethical standards
Share our firm's mission and investment philosophy of lowering fees and espousing the value of diversified, low-cost index funds
Possess a strong understanding of financial concepts and how they apply to investment management
Demonstrate financial acumen and a strong interest in investment management strategies
Benefits
401k plan with low-cost index funds and One Day In July strategy embedded. No high fee funds (this matters greatly, as you’ll learn if you work here)! Available after meeting eligibility requirements.
401k match. Available after meeting eligibility requirements.
An excellent Mac laptop with a fast processor and retina screen, a sit-down / stand-up desk, plenty of space to work comfortably, relatively private work areas, and other resources for top productivity. Our employees are not cogs in a machine and we don’t treat them that way.
Paid vacation. Number of weeks commensurate with experience. Includes the luxury of being required (yes, required) by the firm’s founder to disconnect from work on your vacation days.
Health care plan.
A Plant for your desk (sometimes it's even alive).
Company
One Day In July | Financial Advisors
As financial advisors, our goal is to achieve excellent portfolio performance through diversifying investments, reducing taxes, rebalancing portfolios, and offsetting behavioral error.
Founded in 2016
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jayne Bills, IACCP®
Chief Compliance Officer
Recent News
2025-12-10
Company data provided by crunchbase