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Job ID: CSS401

Location: Burlington, Vermont

Status: Full time

Salary: $55,000 - $65,000 commensurate with experience.

We are excited to be expanding our headquarters in Burlington, Vermont, and are looking for talented individuals to join our team.

One Day In July provides personalized investment management and fiduciary financial advice, generally focused on index funds, to clients in Vermont and across the United States.

As a Customer Service Specialist at One Day In July, you will communicate directly with current and prospective clients and will help the firm stay organized by providing clerical and administrative support. Duties will include:

• Field calls from both perspective and existing clients.
• Coordinate with clients to complete various paperwork and other tasks.
• 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 actions as needed in both Charles Schwab and the company CRM.
• Prioritize and track items that need to be accomplished while managing deadlines.
• Coordinate communications and workflows with advisors and others in the firm.
• Become an expert in day-to-day activities in the business and be able to train others.
• Help maintain and improve the firm's recordkeeping system.
• Organize a great deal of paperwork and digital files.

Learn More & Apply

Follow the link in this posting to learn more about this role and to apply.

(or visit: www.onedayinjuly.com/careers)

We respond to all diligent applicants. We keep all applications private.

One Day In July LLC is an equal opportunity employer.

Job Type: Full-time

Pay: $55,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Work Location: In person