→ Customer Service Specialist (Burlington, VT)

Job ID: CSS401
Location: Burlington, Vermont
Status: Full time

Firm Summary

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

Headquartered in Burlington, VT, One Day In July delivers low-fee financial advice, generally focusing on index funds, to clients in Vermont and across the United States. Our growth has been rapid, and we are expanding our administrative team to help ensure the firm can continue to meet its high standards for excellent client service while remaining in compliance with all applicable regulations. We are fiduciaries on all client accounts.

Job Description

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 prospective 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.

A strong candidate will:

• Maintain a high standard for client service, attention to detail, and documentation.
• Be an excellent communicator, both written and verbal.
• Possess excellent organizational skills.
• Be proactive: identify opportunities and problems and take them to the next level without being asked.
• 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.

What's in it for you?

• Feel great about offering an honest, transparent solution to Vermonters and Americans trying to save for retirement. One Day In July is a fiduciary: we are legally and ethically obligated to act in our clients’ best interest.
• Win on price: our prices tend to be lower than many of our competitors' prices. It is fun to be in a firm that is winning and taking market share.
• Join an established but rapidly growing firm.
• Enjoy a low-meeting culture.
• Be part of a friendly, hardworking team that prides itself on mutual respect for one another.
• Develop mastery of subject areas that help clients and other employees.
• Enjoy a beautiful office near the Burlington waterfront while spending Fridays working from home if desired. (Work-from-home Fridays not available in the first six months due to training.)
• This job is full time.
• This job is primarily in-person in Burlington, VT, although you may work from home Fridays after the first 6 months.
• $55,000 - $65,000 commensurate with experience.
• 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.
• 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.
• A cover letter in PDF format. In your cover letter, let us know what is unique about you that we should know. Additionally in your cover letter, include at least one paragraph explaining what makes you stand out from other applicants.
• In addition to your cover letter, submit a one-page, single-spaced PDF. On the top half, describe a situation where you identified a problem or inefficiency and developed a solution or a time where you had to challenge an established process or policy. What was the problem, how did you approach the situation, and what was the result? On the bottom half, share a recent experience where you learned something new and achieved a level of excellence that enabled you to teach others.
• The Job ID at the top of this posting should start the subject line of your email.

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

One Day In July LLC is an equal opportunity employer.

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