Advisor Service Associate

Great Gray • Las Vegas, NV

41d • 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 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.
Note - this role works a Mon-Fri shift from 7:30AM PT - 4:30PM PT.

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, upholding our mission to support our employees in retirement

What This Job Offers

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