Associate, Advisor Support Services Specialist

1 week ago


Chicago, Illinois, United States Alera Group Full time
Alera Group Wealth Services Job Opportunity

We are seeking a highly motivated and detail-oriented individual to join our Wealth Services team as an Associate, Advisor Support Services. As a key member of our team, you will provide critical support to our high-producing advisors, ensuring seamless client experiences and driving business growth.

Key Responsibilities:
  • Serve as a primary point of contact for clients, managing communications and resolving inquiries.
  • Prepare and distribute client-facing materials, including account opening paperwork and reporting.
  • Respond to client service requests and schedule meetings as needed.
  • Monitor paperwork status and facilitate new business submissions.
  • Deliver client policies and account documentation, following up as necessary.
  • Maintain CRM database accuracy and provide administrative support as required.
Requirements:
  • Undergraduate degree required.
  • Series 7 and 66 licenses desired or obtain within 120 days.
  • Minimum 3 years of experience in a professional office environment, preferably in insurance and investment services.
  • Proficient computer and Microsoft Office skills.
What We Offer:

We provide comprehensive benefits, including medical, dental, and life insurance, 401k, paid time off, and more. We are an equal opportunity employer, committed to diversity and inclusion.



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