Client Advisor Support Specialist — Hybrid

Medium; Las Vegas (NV); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Life and disability insurance

Annual well-being stipend

401(k) with employer contribution

Job summary

Great Gray Group, LLC is seeking an Advisor Service Associate to join our Customer Support team. This client‑facing role delivers a best‑in‑class service experience for retirement plan advisor clients, requiring strong communication and relationship building with internal teams and external partners.

Based in Las Vegas, NV with a hybrid schedule (4 days onsite, 1 day remote), the role handles inbound inquiries via the Advisor Web Portal, leads onboarding, conducts demonstrations, and prepares

Qualifications

• Bachelor’s degree required.
• 1–3 years in financial services or retirement/investment planning.
• Strong communication and relationship-building abilities.
• Proficient with our client web portal.
• Excellent written and verbal communication.
• Ability to manage multiple projects and priorities.
• Professionalism and teamwork.

Responsibilities

• Answer inbound calls and emails via Advisor Web Portal.
• Explain features and value of Advisor Portal to clients.
• Lead onboarding and serve as main contact for new advisor clients.
• Demonstrate and train on new tech features, virtually and in person.
• Attend events; minimal travel 1–2 weeks/year.
• Create and analyze fee and investment reports; make recommendations.
• Complete other related duties as assigned.

Skills

Customer service

Communication

Relationship building

Multi-tasking

Education

Bachelor's degree

Job description

Great Gray Group, LLC is seeking an Advisor Service Associate to join our Customer Support team. This client‑facing role delivers a best‑in‑class service experience for retirement plan advisor clients, requiring strong communication and relationship building with internal teams and external partners.

Based in Las Vegas, NV with a hybrid schedule (4 days onsite, 1 day remote), the role handles inbound inquiries via the Advisor Web Portal, leads onboarding, conducts demonstrations, and prepares