Advisor Service Associate

Great Gray • Las Vegas, NV

39d • Hybrid

About The Position

RPAG is looking to add an Advisor Service Associate on our Customer Support team. This is a customer-facing role responsible for providing a best-in-class service experience for our retirement plan advisor clients. Strong communication skills are a must, as the role includes building and maintaining working relationships with team members, vendors and other departments throughout the organization. This role works a Mon-Fri shift from 7:30AM PT - 4:30PM PT. This position will work from our Las Vegas, NV office. Great Gray Group currently supports a hybrid work model with 4 days onsite, and 1 day remote.

Requirements

• Bachelor’s degree
• 1-3 years of relevant work experience in the financial services or retirement/investment planning industry
• Proficient use of applicable technology including our client web portal
• Strong customer service orientation and ability to build relationships and trust with internal and external clients and other key stakeholders
• Strong communication skills when working with clients, peers, senior management, team members and vendors
• Ability to manage multiple projects and deliverables simultaneously
• Excellent written/verbal communication skills and use of grammar
• Excellent organizational skills and attention to detail – timely and accurate follow-up is key!
• Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively
• Commitment to culture requires a demonstration of professionalism, attendance, accountability, customer/client focus, and teamwork

Responsibilities

• Field and respond to inbound phone calls and email correspondence regarding our proprietary Advisor Web Portal
• Effectively and succinctly engage with clients (financial advisors) to communicate the features and value-add functionality included in the Advisor Portal
• Lead advisor onboarding activities and implementations as well as serve as the main point of contact for new advisor clients once established
• Conduct demonstrations and trainings on new technology features and technology capabilities, both in virtually and in-person
• Ability to attend/travel to company events to interact with clients, conduct demos, and assist with event logistics/preparations (minimal travel is expected -approximately 1-2 weeks per year)
• Create and analyze fee and investment reports – interpret, communicate and make recommendations regarding findings
• Complete other related duties as assigned

Benefits

• Be an integral part of a high-growth organization!
• Competitive compensation package
• Group medical, dental and vision insurance
• Employer-paid life and disability insurance
• Annual well-being stipend
• Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level