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Associate, Advisor Support Services Hybrid

2 months 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 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.

 

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