Advisor Service Associate

Great Gray Group; Las Vegas (NV); Hybrid; USD 55,000 - 70,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Well-being stipend

Job summary

Great Gray Group in Las Vegas, NV seeks an Advisor Service Associate for our Customer Support team. You will be the primary contact for retirement plan advisor clients, deliver best-in-class service, onboard new advisors, and demonstrate our Advisor Portal features both virtually and on-site.

The role emphasizes strong communication, relationship-building across vendors and internal teams, and the ability to manage multiple tasks while delivering accurate fee and investment reports.

Qualifications

• Bachelor's degree required.
• Strong customer service orientation and ability to build relationships with clients and stakeholders.
• Excellent written and verbal communication skills.

Responsibilities

• Serve as primary contact for retirement plan advisor clients, delivering best-in-class service.
• Onboard new advisors and lead onboarding activities for client implementations.
• Demonstrate features and value-add of the Advisor Portal both virtually and in-person.
• Engage with clients and vendors to support ongoing client relationships and issue resolution.
• Prepare and analyze fee and investment reports, interpreting findings for clients.

Skills

Customer service orientation

Excellent communication skills

Multi-tasking / time management

Relationship building

Advisor Portal proficiency

Education

Bachelor's degree

Tools

Advisor Portal

Job description

Why Great Gray Group & RPAG?

RPAG is a wholly owned subsidiary of Great Gray Group, LLC. Acquired in 2024, RPAG hosts the industry’s leading retirement plan practice management platform. Designed for elite advisors and institutions, our goal is to create successful outcomes by protecting plan fiduciaries and engaging plan participants. Our efficient and scalable technology platform provides our members with actionable insights, allowing them to make data‑driven decisions for their retirement plan clients.

At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency is not in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us.

The Role

RPAG is looking to add an Advisor Service Associate to 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.

Location: 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.

Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.

Please note – this role works a Mon‑Fri shift from 7:30AM PT – 4:30PM PT.

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 virtually and in‑person
• Attend or 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
• Ability to manage multiple projects and deliverables simultaneously
• Excellent written and 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

Benefits

• 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

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 at [e-mail].