Associate, Advisor Support Services Hybrid

1 month ago

Chicago, United States Alera Group Full time
Job Description

 

Alera Group Wealth Services (Formally GCG Financial, LLC), an Alera Group Company is seeking a highly motivated Associate, Advisor Support Services to join their Wealth Services team.  

 

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?  

 

 If that is what you are looking for, this is your chance to be part of an amazing organization

 

As an Associate, Advisory Support Services, you will provide Insurance and Investment sales, and administrative and marketing support to a pool of high-producing advisors with the opportunity to branch out into additional operational support activities.


  • Serve as a primary client liaison and manage client communications.
  • Provide materials for client and prospect meetings (ex: account opening paperwork, reporting).
  • Respond to client inquiries and service requests.
  • Schedule client and prospect meetings.
  • Monitor the status of paperwork and facilitate new business submission.
  • Manage the delivery of client policies and other account documentation; follow up as needed.
  • CRM database maintenance.
  • Provide additional administrative support as needed.

  • Undergraduate college degree required.
  • Series 7 and 66 licenses desired or obtain Series 7 & 66 within 120-days.
  • Minimum 3 years of work experience in a professional office environment (Insurance and Investment Services preferred) with data entry responsibilities and efficient execution of administrative tasks.
  • Proficient computer and Microsoft Office skills (Word, Excel. PowerPoint).

We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.

 

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

 

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

 

#LI-KB1

#LI-Hybrid

 

 

PandoLogic. Category:Customer Service, Keywords:Customer Service Representative, Location:Chicago, IL-60608

  • Associate, Advisor Support Services Hybrid

    4 days ago

    Chicago, United States Alera Group Full time

      Alera Group Wealth Services (Formally GCG Financial, LLC), an Alera Group Company is seeking a highly motivated Associate, Advisor Support Services  to join their Wealth Services  team.     Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is...

  • Associate, Advisor Support Services Hybrid

    1 month ago

    Chicago, United States Alera Group Full time

     Alera Group Wealth Services (Formally GCG Financial, LLC), an Alera Group Company is seeking a highly motivated Associate, Advisor Support Services to join their Wealth Services team.   Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?Join a team where each employee is empowered...

  • Associate, Advisor Support Services Hybrid

    4 days ago

    Chicago, United States Alera Group Full time

     Alera Group Wealth Services (Formally GCG Financial, LLC), an Alera Group Company is seeking a highly motivated Associate, Advisor Support Services to join their Wealth Services team.   Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?Join a team where each employee is empowered...

  • Associate, Advisor Support Services Hybrid

    4 weeks ago

    Chicago, IL, United States Alera Group Full time

     Alera Group Wealth Services (Formally GCG Financial, LLC), an Alera Group Company is seeking a highly motivated Associate, Advisor Support Services to join their Wealth Services team.   Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?Join a team where each employee is empowered...

  • Associate, Advisor Support Services Professional

    2 weeks ago

    Chicago, Illinois, United States Alera Group Full time

    Job Title: Associate, Advisor Support Services HybridAlera Group Wealth Services is seeking a highly motivated Associate, Advisor Support Services to join their Wealth Services team.This is an exciting opportunity to be part of a company where you have the chance to learn, grow, and make a positive impact.As an Associate, Advisory Support Services, you will...

  • Associate, Advisor Support Services Hybrid

    2 months ago

    Chicago, IL, United States Alera Group Full time

     Alera Group Wealth Services (Formally GCG Financial, LLC), an Alera Group Company is seeking a highly motivated Associate, Advisor Support Services to join their Wealth Services team.   Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?Join a team where each employee is empowered...

  • Associate Client Advisor

    3 days ago

    Chicago, United States Bessemer Trust Full time

    Job Summary: This individual will be responsible for developing and maintaining client relationships through proactive client communication and actively managing client accounts and the coordinated delivery of services to individuals, families, trusts and foundations. The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client...

  • Associate Advisor

    2 weeks ago

    chicago, United States Private Vista LLC Full time

    Are you looking for a role that allows you to learn the financial planning business from the ground up and has a written career path in place?The Associate Advisor role provides exposure to the foundational service components of our client relationships and access to learn from our entire team of advisors and staff.Skill set needed to succeed in this...

  • Associate Advisor

    2 weeks ago

    Chicago, United States Private Vista LLC Full time

    Are you looking for a role that allows you to learn the financial planning business from the ground up and has a written career path in place?The Associate Advisor role provides exposure to the foundational service components of our client relationships and access to learn from our entire team of advisors and staff.Skill set needed to succeed in this...

  • Client Service Associate

    3 weeks ago

    Chicago, United States WestPoint Financial Group Full time

    This position is being offered by a successful financial advisor located in our downtown Chicago office. WestPoint Financial Group is assisting with the sourcing of this position.Our financial advisors strive to provide creative results while educating and empowering clients to make decisions that will help them realize their dreams and goals. These advisors...

  • Associate Advisor

    2 weeks ago

    chicago, United States Private Vista LLC Full time

    Are you looking for a role that allows you to learn the financial planning business from the ground up and has a written career path in place?The Associate Advisor role provides exposure to the foundational service components of our client relationships and access to learn from our entire team of advisors and staff.Skill set needed to succeed in this...

  • Associate Advisor

    2 weeks ago

    Chicago, United States Private Vista LLC Full time

    Are you looking for a role that allows you to learn the financial planning business from the ground up and has a written career path in place?The Associate Advisor role provides exposure to the foundational service components of our client relationships and access to learn from our entire team of advisors and staff.Skill set needed to succeed in this...

  • Client Service Associate

    4 weeks ago

    Chicago, United States WestPoint Financial Group Full time

    This position is being offered by a successful financial advisor located in our downtown Chicago office. WestPoint Financial Group is assisting with the sourcing of this position. Our financial advisors strive to provide creative results while educating and empowering clients to make decisions that will help them realize their dreams and goals. These...

  • Investment Advisor Associate

    1 week ago

    Chicago, Illinois, United States Signature Estate & Investment Advisors, LLC Full time

    Job Title: Investment Advisor AssociateJob Summary:We are seeking a highly skilled Investment Advisor Associate to join our team at Signature Estate & Investment Advisors, LLC. As an Investment Advisor Associate, you will work closely with our experienced advisors to provide exceptional investment advice and services to our clients.Responsibilities:* Assist...

  • Client Services Associate

    2 weeks ago

    Chicago, Illinois, United States Beacon Hill Full time

    Unlock Your Potential as a Client Services AssociateBeacon Hill is seeking a highly motivated and customer-centric Client Services Associate to join our dynamic team. As a key player in delivering an outstanding product experience, you will support our US-based customers using our cloud-based software.Key Responsibilities:Enhance customer service standards...

  • Automotive Service Advisor

    2 weeks ago

    Chicago, Illinois, United States Murgado Automotive Group Full time

    Service Advisor Opportunity at Murgado Automotive GroupMurgado Automotive Group is seeking a highly skilled and customer-focused Service Advisor to join our team at Honda of Downtown Chicago. As a Service Advisor, you will play a critical role in ensuring our customers receive exceptional service and support.Key Responsibilities:Greet customers with a warm...

  • Associate Client Advisor

    4 weeks ago

    Chicago, United States Bessemer Trust Full time

    Job Summary:This individual will be responsible for developing and maintaining client relationships through proactive client communication and actively managing client accounts and the coordinated delivery of services to individuals, families, trusts and foundations. The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client...

  • Insurance and Investment Sales Support Specialist

    2 weeks ago

    Chicago, Illinois, United States Alera Group Full time

    Associate, Advisor Support Services HybridAlera Group Wealth Services, a leading provider of wealth management services, is seeking a highly motivated and detail-oriented Associate, Advisor Support Services Hybrid to join their team.This is an exciting opportunity to work in a dynamic and fast-paced environment, providing administrative and marketing support...

  • Service Advisor

    3 weeks ago

    Chicago, Illinois, United States Toyota of Lincoln Park Full time

    Service Advisor Job DescriptionAt Toyota of Lincoln Park, we are seeking a highly skilled and customer-focused Service Advisor to join our team. As a Service Advisor, you will play a critical role in ensuring our customers receive exceptional service and support throughout their vehicle ownership experience.Responsibilities:Oversee service orders and flow of...

  • Financial Advisor Recruiter

    2 weeks ago

    Chicago, Illinois, United States TERRANA GROUP LLC Full time

    About TERRANA GROUP LLCTERRANA GROUP LLC is a leading Financial Advisor recruiting and business development consulting firm based in Chicago, IL. With over 30 years of experience, we have established strong relationships with key decision makers at top wealth management firms.Job DescriptionThis is a hybrid/remote full-time position nationally (USA) as a...