Associate, Advisor Support Services

1 month 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.  

 

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, 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

  • 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.     Alera Group was founded in 2017 and has grown to become the 15 th largest broker of US business . We are passionate about our clients’ success in...


  • 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.   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...


  • Washington, DC, United States Course Advisor Full time

    What is a Farm and Home Management Advisor? Example of Farm and Home Management Advisor Job : Advise, instruct, and assist individuals and families engaged in agriculture, agricultural-related processes, or home economics activities. Demonstrate procedures and apply research findings to solve problems; and instruct and train in product development, sales,...


  • Chicago, IL, United States Murgado Automotive Group Full time

    Volkswagen of Downtown Chicago, a proud member of the renowned Murgado Automotive Group, is a premier Volkswagen dealership dedicated to providing exceptional automotive solutions and customer service experiences. With a commitment to excellence and a passion for innovation, we strive to exceed customer expectations at every opportunity. Volkswagen of...


  • Chicago, United States CSU Full time

    The Project Support Advisor serves as a conduit between point of contact and admission to support teacher candidates enrollment. They provide constant follow-up and support prospective candidates with completing CSU applications for admission, FAFSA Support Advisor, Support, Advisor, Project Manager, Education, Business Services, Project, Director Learn More


  • Chicago, Illinois, United States Premium Velocity Auto LLC Full time

    Join Our Team:We are committed to creating a positive and inclusive work environment that fosters growth and development. As a Customer Service Advisor at Premium Velocity Auto LLC, you will have the opportunity to build a rewarding career in a dynamic industry.">Your Key Responsibilities:Deliver exceptional customer service, responding promptly to customer...


  • San Jose, CA, United States Beacon Pointe Full time

    We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our San Jose, CA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors...


  • San Francisco, CA, United States EPIP Full time

    With more than $1.5 billion in assets, the San Francisco Foundation is one of the largest community foundations in the country. The foundation is committed to expanding opportunity and ensuring a more equitable future for all in the Bay Area. Together with its donors, the foundation distributed $154 million to nonprofit organizations last fiscal year. The...

  • Academic Advisor

    3 days ago


    Chicago, IL, United States DePaul University Full time

    The Highlights: Reporting to the Associate Director of Advising, the Academic Advisor delivers academic advising services to new and continuing CDM students and provides support to new and existing programs and services within the CDM Academic Success Center. The Academic Advisor is a generalist with knowledge of all CDM programs and will also be assigned a...


  • Tyler, TX, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...


  • Bluffton, OH, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...


  • Marietta, GA, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...


  • Independence, OH, United States Gatepass Full time

    GatePass Capital is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering investment and wealth management services and comprehensive financial planning. At GatePass, we exist with a singular purpose: to help our clients prosper in all aspects of life. Our five core pillars are: Client Experience Unwavering Integrity...


  • Seattle, WA, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...


  • Torrance, CA, United States Regal Executive Search Full time

    Job Description Investment Advisor Associate: We are looking for Registered Investment Advisor support that will provide wealth management and investment services for our diverse clients. You will assess financial goals, advise clients, and make product recommendations that best suit their risk profile and investment objectives. The advisor may also assist...


  • Chicago, Illinois, United States Chinese Mutual Aid Association Inc Full time

    About Our Team: At Chinese Mutual Aid Association Inc, we are dedicated to assisting immigrants, refugees and low-income families in Chicago and its suburbs. We are seeking an Entrepreneurship Support Advisor to join our team and help us foster a strong climate for small business growth.Role Overview: The Entrepreneurship Support Advisor will provide...


  • , MA, United States Lake Street Advisors Group, LLC. Full time

    Career Opportunities with Lake Street Advisors Group LLC A great place to work. We are looking for a self-motivated problem solver and experienced Associate Wealth Advisor to join our growing multi-family wealth management firm. You will work internally with a team of advisors to identify planning issues and opportunities, analyze strategic options,...


  • Chicago, United States TransUnion Full time

    TransUnion's Job Applicant Privacy Notice What We'll Bring: At TransUnion, we strive to build an environment where our associates are in the driver's seat of their professional development, while having access to help along the way. We encourage everyone to pursue passions and take ownership of their careers. With the support of colleagues and mentors, our...

  • J.P. Morgan Advisors

    3 weeks ago


    Chicago, United States JPMorgan Chase Full time

    J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize...

  • J.P. Morgan Advisors

    3 weeks ago


    Chicago, United States JPMorgan Chase Full time

    J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize...