Remote Otter LogoRemoteOtter

Advisor Services Associate - Remote

Posted 17 weeks ago
Customer Service
Full Time
United States

Overview

RPAG is a wholly owned subsidiary of Great Gray Group, LLC, focused on providing advanced retirement solutions and a best-in-class service experience for retirement plan advisor clients.

In Short

  • Customer-facing role in the Customer Support Team
  • Strong communication skills required
  • Hybrid work model with 4 days onsite and 1 day remote
  • Responsibilities include client engagement, onboarding, and technology demonstrations

Requirements

  • Bachelor’s degree
  • 1-3 years of experience in financial services or retirement planning
  • Proficient in technology and customer service
  • Strong organizational and communication skills

Benefits

  • Comprehensive benefits package
  • Hybrid work environment
  • Competitive compensation including 401(k) match
  • Generous paid time off
Great Gray logo

Great Gray

Great Gray Group is a leading independent provider of trustee and administrative services to Collective Investment Trusts (CITs), managing over $185 billion in assets across more than 700 funds. The company is dedicated to delivering advanced retirement solutions that integrate fiduciary services with innovative technology and exceptional client service. With a focus on clarity, smooth transitions, and an outstanding client experience, Great Gray is committed to continuous improvement and growth. Recently acquired by Madison Dearborn Partners, Great Gray is positioned for further development in its core CIT business and complementary services, emphasizing a forward-thinking approach to retirement planning.

Share This Job!

Save This Job!

Similar Jobs:

CAIS logo

Advisor Services Associate - Austin, TX - Remote

CAIS

28 weeks ago

Join CAIS as an Advisor Services Associate to provide exceptional client service and support in alternative investments.

USA
Full-time
Customer Service
$95,000 - $135,000/year
pilothq logo

Associate - CFO Services - Remote

pilothq

36 weeks ago

Join Pilot as an Associate on the CFO Services team to provide strategic finance consulting to startup founders.

CA, USA
Full-time
Finance / Legal
$91,000 - $155,000/year
Boldr logo

Data Services Associate - Remote

Boldr

10 weeks ago

Join Boldr as a Data Services Associate, where you'll execute data processes and collaborate with teams to improve efficiency.

Guatemala
Full-time
Data Analysis

D.C.E.S

Senior Associate, Asset Services - Remote

DTCC Candidate Experience Site

13 weeks ago

Join DTCC as a Senior Associate in Asset Services, supporting business management and client engagement.

USA
Full-time
Finance / Legal

H.T

Client Services Associate - Remote

HB Travels

13 weeks ago

Join as a Client Services Associate to help clients book unforgettable travel experiences while working remotely.

USA
Full-time
Customer Service