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Jobs · Customer Service · Nevada

Advisor Service Associate (Customer Success)

Great Gray Trust Company · Las Vegas, NV · 2 days ago
On-siteCustomer Service$370/hrFull-time

About the role

RPA is seeking an Advisor Service Associate to join our Customer Support team. This role is customer-facing and involves providing exceptional service to retirement plan advisor clients. The ideal candidate will have strong communication skills and the ability to build relationships with clients, vendors, and other departments.

Responsibilities

  • Field and respond to inbound phone calls and email correspondence regarding the Advisor Web Portal
  • Engage with clients to communicate the features and value-added functionality of the Advisor Portal
  • Lead advisor onboarding activities and implementations, serving as the main point of contact for new advisor clients
  • Conduct demonstrations and trainings on new technology features and capabilities, both virtually and in person
  • Attend/travel to company events to interact with clients, conduct demos, and assist with event logistics/preparations (minimal travel is expected)
  • Create and analyze fee and investment reports, interpreting findings and making recommendations
  • Perform other related duties as assigned

Qualifications & Experience

  • 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 the Advisor Web Portal
  • Strong customer service orientation and ability to build relationships and trust with clients and other key stakeholders
  • Effective communication skills, both written and verbal, with the ability to work with clients, peers, senior management, team members, and vendors
  • Excellent organizational skills and attention to detail, with a focus on timely and accurate follow-up
  • Ability to manage multiple projects and deliverables simultaneously
  • Commitment to a professional, accountable, customer-focused, and collaborative work environment

Benefits

  • Comprehensive and competitive benefits package
  • Group medical, dental, and vision insurance
  • Employer-paid life and disability insurance
  • Annual well-being stipend
  • Eligible employees may contribute to a 401(k) plan with an advantageous employer contribution model

Company Background

RPA is a wholly owned subsidiary of Great Gray Group, LLC. Founded in 2024, RPA hosts the industry-leading retirement plan practice management platform. Our goal is to create successful outcomes by protecting plan fiduciaries and engaging plan participants through our efficient and scalable technology platform. Great Gray Group is committed to setting the bar for the retirement services industry and delivering advanced retirement solutions that combine core fiduciary services with robust investment options, innovative technology, and dedicated client service.

Equal Employment Opportunity Policy

Great Gray Group, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.

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