Associate, Wealth Client Services

4 weeks 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, Wealth Client Services to join their Wealth Services team.  

 

Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.  

 

As an Associate, Wealth Client 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.


  • Supporting the advisor in developing new and existing client relationships
  • Processing service requests on behalf of the advisor or at the request of clients
  • Onboarding and maintaining client accounts, including collecting and updating client information and required documentation
  • Managing the Client Review process, including scheduling, preparing client review materials, and follow-up
  • Supporting the advisor’s marketing strategy through pipeline management and outreach campaigns
  • Ensuring compliance with firm policies and procedures and adhering to industry regulations
  • Participating in special projects and initiatives at the direction of office leadership

  • Undergraduate college degree required
  • Series 7, 66, Health & Life licenses (or willingness to obtain within 1 Year of Employment)
  • Minimum 3 years of Financial Services, Insurance, and/or Investment Advisory experience preferred
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint), CRM tools, and other relevant programs
  • Familiarity with custodial platforms (ie Wealthscape and National Financial Services), as well as insurance carrier platforms and products

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

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