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Advisor Service Associate (Customer Success/Customer Support)

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

About the role

RPA Group 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 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
  • Able 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

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 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
  • Able 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!
  • Able 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

Benefits

We offer a comprehensive and competitive benefits package at Great Gray. Highlights include:

  • 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

Company Background

Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts (“CITs”), with over $370 billion in CIT assets under management, across more than 1,020 funds. We work with over 80 subadvisors, including leading firms such as AllianceBernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James. CITs are more than just an investment vehicle; they represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401(k)s. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront. Great Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market.

Madison Dearborn Partners (“MDP”) Background

MADISON DEARBORN PARTNERS (“MDP”) is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $37 billion and has completed over 160 platform investments across nine flagship funds. MDP invests across five dedicated industry verticals, including financial services, healthcare, technology and government services.

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.

Accommodation Statement

Great Gray is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us.

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