Advisor Support Specialist – Hybrid (1 Remote Day)

Great Gray Trust Company; Las Vegas (NV); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Group medical, dental and vision

Employer-paid life and disability

401(k) plan with employer contribution

Job summary

Great Gray Group in Las Vegas is seeking an Advisor Service Associate for our Customer Support team. This client‑facing role delivers a best‑in‑class service experience for retirement plan advisor clients, requiring strong communication and the ability to build trusted relationships with colleagues, vendors and internal groups.

The position follows a Mon–Fri schedule 7:30 AM–4:30 PM PT, with a hybrid work model (4 days onsite, 1 day remote).

Qualifications

• 1–3 years of relevant work experience in financial services or retirement planning.
• Proficient use of our Advisor Web Portal and related technology.
• Strong written and verbal communication with clients and internal stakeholders.
• Excellent organizational skills and attention to detail.

Responsibilities

• Field and respond to inbound calls and emails from retirement plan advisor clients.
• Demonstrate features and value of the Advisor Portal and assist with onboarding.
• Lead advisor onboarding and serve as main contact for new advisor clients.
• Conduct virtual and in-person demonstrations and trainings on technology features.
• Travel minimally for events, approx. 1–2 weeks per year.
• Prepare and analyze fee and investment reports; communicate findings and recommendations.
• Perform additional duties as assigned.

Skills

Customer service

Communication

Relationship building

Multi-tasking

Technical aptitude

Tools

Advisor Web Portal

Job description

Great Gray Group in Las Vegas is seeking an Advisor Service Associate for our Customer Support team. This client‑facing role delivers a best‑in‑class service experience for retirement plan advisor clients, requiring strong communication and the ability to build trusted relationships with colleagues, vendors and internal groups.

The position follows a Mon–Fri schedule 7:30 AM–4:30 PM PT, with a hybrid work model (4 days onsite, 1 day remote).