Marketing Operations Specialist

2 months ago


Glastonbury, Connecticut, United States AdviceOne LLC Careers Full time
About the Role:

As a Client Service & Marketing Operations Associate at AdviceOne LLC Careers, you will be a key member of our detail-oriented team in an ever-evolving environment. This is not your typical marketing position. Your main responsibilities will focus on ensuring incomparable client service while balancing the operational needs of the organization, which include:

  • Lead generation management and expansion
  • Database organization and maintenance
  • Business Process Management
  • Market Research and deployment of niche markets
  • Relationship building with clients and prospective clients
  • Frequent client interaction both over the phone and in-person
  • Assisting with coordinating, scheduling and setting up appointments & events

This is a hybrid position, with the potential to be in the office up to 2 days a week. When not in the office, our team is set up to work from home with full functionality. This position requires up to 2 evenings a week while maintaining a balance of 40 hours per week for a healthy work/life balance.

About You:
  • Exceptional attention to detail
  • Strong organization & time management
  • High level of ownership
  • Strong analytical and problem-solving skills
  • Outstanding oral and written communication skills
  • Must be able to quickly adapt to new systems
  • Four-year undergrad degree required
  • Financial services experience not required
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 off
  • Long Term Incentive Plan (Revenue Sharing)
  • Short- and long-term disability
  • Healthy work/life balance
About AdviceOne LLC Careers:

AdviceOne LLC Careers 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 company 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. We have opportunities for recent graduates looking to start at entry level and for candidates who already have work experience. 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.



  • Glastonbury, Connecticut, United States Finalsite Full time

    Finalsite is a leading provider of website, communications, enrollment, and marketing solutions for schools and school districts worldwide.The company's mission is to empower educational institutions to connect and engage with their communities, recruit students and staff, and fundraise, while ensuring data privacy, accessibility, hosting, and security.As a...


  • Glastonbury, Connecticut, United States Finalsite Full time

    Finalsite is a leading provider of website, communications, enrollment, and marketing solutions for schools and school districts worldwide. The company's mission is to transform how schools connect and engage with their community, recruit students and staff, and fundraise, while ensuring data privacy, accessibility, hosting, and security. Finalsite's...


  • Glastonbury, Connecticut, United States Smith Brothers Insurance Full time

    Job SummaryWe are seeking a highly motivated and organized Operations Support Specialist to join our team at Smith Brothers Insurance. As an Operations Support Specialist, you will provide administrative support to our sales, service, and operations teams, working closely with internal and external clients to ensure seamless day-to-day operations.Key...


  • Glastonbury, Connecticut, United States Finalsite Full time

    At Finalsite, we're looking for a skilled Data Analyst and Operations Specialist to join our Professional Services team. This role combines data analytics with operational expertise to improve efficiency and inform strategic decisions.The ideal candidate will collect and analyze complex data sets, develop reports and KPI dashboards, identify trends to...


  • Glastonbury, Connecticut, United States Peoples Bancorp (OH) Full time

    Job SummaryWe are seeking a highly skilled Banking Center Operations Manager to join our team at Peoples Bancorp (OH). This role is responsible for overseeing the daily operations of the Banking Center, including supervising Banking Center Specialists and Senior Specialists, providing training and coaching, and ensuring exceptional customer service.Key...


  • Glastonbury, Connecticut, United States Peoples Bancorp (OH) Full time

    Job SummaryWe are seeking a highly skilled Banking Center Operations Manager to oversee the daily operations of our banking center. This is a key leadership role that requires strong organizational and communication skills, as well as the ability to work effectively in a fast-paced environment.Key ResponsibilitiesManage the daily operations of the banking...


  • Glastonbury, Connecticut, United States USI Holdings Corporation Full time

    Job Summary:As an Insurance Placement Specialist/Marketing Team Lead at USI Holdings Corporation, you will be responsible for managing the operational activities of the New Business Regional Marketing Specialist unit/department. Your primary goal will be to actively market new prospective client accounts to carrier partners, support commercial lines sales...


  • Glastonbury, Connecticut, United States Smith Brothers Insurance Full time

    Job SummaryWe are seeking a highly motivated and organized Operations Support Specialist to join our team at Smith Brothers Insurance. As a key member of our Operations Team, you will provide administrative support to our sales, service, and operations teams, working closely with internal and external clients to ensure seamless execution of daily...


  • Glastonbury, Connecticut, United States USI Holdings Corporation Full time

    Job SummaryWe are seeking a highly skilled and experienced Insurance Placement Specialist to join our team at USI Holdings Corporation. As a key member of our marketing team, you will be responsible for managing the operational activities of our New Business Regional Marketing Specialist unit, actively marketing new prospective client accounts to carrier...


  • Glastonbury, Connecticut, United States Finalsite Full time

    Job DescriptionFinalsite is the leading provider of website, communications, enrollment, and marketing solutions for schools and school districts worldwide. As a Product Marketing Manager, you will play a critical role in bringing Enrollment Solutions products to market by crafting compelling go-to-market strategies and launch plans, defining positioning and...


  • Glastonbury, Connecticut, United States The SLAM Collaborative Full time

    Science and Technology Planning SpecialistThe S/L/A/M Collaborative seeks a Science and Technology Planning Specialist to lead and engage with clients and teams in delivering services to creatively solve problems. The successful candidate will bring state-of-the-art science & technology market intelligence to the client and project team.Key...


  • Glastonbury, Connecticut, United States Finalsite Full time

    Job Title: Client Support SpecialistFinalsite is a leading provider of website, communications, enrollment, and marketing solutions for schools and school districts worldwide. We are seeking a highly skilled Client Support Specialist to join our team.Job Summary:The Client Support Specialist will provide technical support to our clients, acting as a central...


  • Glastonbury, Connecticut, United States Finalsite Full time

    Transforming School CommunitiesFinalsite is the preferred website, communications, enrollment, and marketing platform of more than 7,000 schools and school districts in 119 countries around the world.The company's people, products, and services transform how schools connect and engage with their community, recruit students and staff, and fundraise; while...


  • Glastonbury, Connecticut, United States Finalsite Full time

    Job SummaryThe Operations Specialist will play a crucial role in supporting the day-to-day functions of the Professional Services Operations department. This includes facilitating client order processing, data reporting, and systems maintenance.Key ResponsibilitiesProcess and route incoming sales orders to the correct team or individualFollow, maintain, and...


  • Glastonbury, Connecticut, United States Selective Insurance Full time

    About Selective InsuranceSelective Insurance is a leading U.S. domestic property and casualty insurance company with a history of strong, consistent financial performance for nearly 100 years. We are committed to promoting a welcoming culture that celebrates diverse talent, individual identity, different points of view, and experiences.Job SummaryWe are...


  • Glastonbury, Connecticut, United States Ben & Jerry's - Glastonbury Full time

    Job OverviewAre you someone who enjoys creating delightful experiences for customers through tasty frozen desserts? If you have a passion for service and teamwork, we invite you to consider a role with us at Ben & Jerry's - Glastonbury. We are looking for dedicated individuals to become part of our vibrant ice cream shop family.Our Commitment:We aim to be...

  • Payroll Specialist

    2 weeks ago


    Glastonbury, Connecticut, United States Accounting Resources Full time

    Job Title: Payroll SpecialistAccounting Resources, Inc. (ARI) is a multi-faceted consulting firm providing white glove service Human Resources services to small and medium-sized organizations. Our clients depend on us as their HR partners, providing operational, tactical, and strategic HR support.About the RoleWe are seeking a highly skilled Payroll...


  • Glastonbury, Connecticut, United States Finalsite Full time

    Job DescriptionFinalsite is a leading provider of website, communications, enrollment, and marketing solutions for schools and school districts worldwide. As a Client Support Specialist, you will play a critical role in delivering exceptional technical support to our clients, ensuring their success with our products and services.Key...

  • Assistant Manager

    7 days ago


    Glastonbury, Connecticut, United States Ben & Jerry's - Glastonbury Full time

    Job OverviewWe're seeking an enthusiastic and customer-focused Assistant Manager to join our dynamic ice cream shop team at Ben & Jerry's in Glastonbury. As a key member of our leadership team, you'll play a vital role in managing the retail operations of our shop, ensuring exceptional customer service, and driving sales growth.Key ResponsibilitiesManage the...


  • Glastonbury, Connecticut, United States Finalsite Full time

    Job DescriptionFinalsite is a leading provider of website, communications, enrollment, and marketing solutions for schools and school districts worldwide. As a Client Support Specialist, you will play a critical role in delivering exceptional customer service and technical support to our clients.Key ResponsibilitiesProvide timely and effective technical...