Advisor Service Associate

Great Gray • Las Vegas, NV

1d • Hybrid

About The Position

Great Gray 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.

Requirements

• Bachelor’s degree and 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.
• High level of accuracy in typing and data entry.
• Strong customer service orientation and ability to build relationships and trust with internal and external clients and other key stakeholders.
• Excellent written and verbal communication skills with the ability to effectively engage clients, senior management, team members, and vendors.
• Ability to manage multiple projects and deliverables simultaneously.
• Excellent organizational skills and attention to detail – timely and accurate follow-up is key!
• Collaborative team player with a positive attitude and a commitment to contributing to a supportive work environment.
• Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
• Comfortable navigating ambiguity.
• Entrepreneurial mindset to bring best practice ideas to the team.
• Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Driven, Collaboration.

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
• Identify and troubleshoot platform issues reported by clients, develop workarounds to minimize service disruption, and escalate technical bugs or system deficiencies to the appropriate internal teams
• Write clear, detailed requests that document technical issues and enhancement needs, providing the information required for development teams to resolve issues or build new features.
• Manage and maintain cases within Salesforce, ensuring client interactions, reported issues, and resolutions are accurately documented and tracked through to completion
• Conduct demonstrations and training on new technology features and technology capabilities, both 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)
• 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, upholding our mission to support our employees in retirement

What This Job Offers

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