Associate, Advisor Support Services Professional
20 hours ago
Alera 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 provide insurance and investment sales, and administrative and marketing support to a pool of high-producing advisors.
Key Responsibilities:- Manage client communications and serve as a primary client liaison.
- Provide materials for client and prospect meetings, including account opening paperwork and reporting.
- Respond to client inquiries and service requests in a timely and professional manner.
- Schedule client and prospect meetings and monitor the status of paperwork.
- Facilitate new business submission and manage the delivery of client policies and other account documentation.
- Maintain CRM database and provide additional administrative support as needed.
- Ensure compliance with regulatory requirements and maintain accurate records.
- 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, preferably in insurance and investment services.
- Proficient computer and Microsoft Office skills, including Word, Excel, and PowerPoint.
A comprehensive benefits package, including medical, dental, STD, LTD, and life insurance, 401k, paid time off, and more.
We are an equal opportunity employer and welcome applications from diverse candidates.
-
Associate, Advisor Support Services Specialist
3 weeks ago
Chicago, Illinois, United States Alera Group Full timeAssociate, Advisor Support Services HybridAlera Group Wealth Services, a leading provider of wealth management solutions, is seeking a highly motivated Associate, Advisor Support Services to join their team.This is an exciting opportunity to work with a dynamic team and contribute to the success of our clients. As an Associate, Advisor Support Services, you...
-
Associate, Advisor Support Services Specialist
4 weeks ago
Chicago, Illinois, United States Alera Group Full timeJob Title: Associate, Advisor Support Services HybridAlera Group Wealth Services, a leading provider of wealth management solutions, is seeking a highly motivated Associate, Advisor Support Services to join their team.About the Role:The Associate, Advisor Support Services will provide critical support to a pool of high-producing advisors, ensuring seamless...
-
Associate, Advisor Support Services Specialist
3 weeks ago
Chicago, Illinois, United States Alera Group Full timeAlera Group Wealth Services Job OpportunityWe 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...
-
Associate Advisor
3 weeks ago
Chicago, Illinois, United States Alera Group Full timeAlera Group Wealth Services Job OpportunityWe are seeking a highly motivated and detail-oriented individual to join our Wealth Services team as an Associate Advisor. As a key member of our team, you will provide critical support to our high-producing advisors, ensuring seamless execution of administrative tasks and exceptional client experiences.Key...
-
Automotive Service Advisor
4 weeks ago
Chicago, Illinois, United States Murgado Automotive Group Full timeJob Title: Automotive Service AdvisorVolkswagen 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.We are seeking a customer-focused and results-driven Automotive Service Advisor to join our service team. As a...
-
Service Advisor
3 weeks ago
Chicago, Illinois, United States Fletcher Jones Audi Full timeJob OverviewFletcher Jones Audi is seeking a skilled Service Advisor to join our team in Chicago. As a Service Advisor, you will play a critical role in ensuring an exceptional experience for our service customers.Key ResponsibilitiesPrepare accurate repair orders, verifying warranty and service contracts, and reviewing with clients.Conduct fact-finding...
-
Service Advisor
7 days ago
Chicago, Illinois, United States McGrath Acura of Downtown Chicago Full timeCustomer Service Team MemberMcGrath Acura of Downtown Chicago is seeking a highly motivated and customer-focused individual to join our team as a Service Advisor. As a key member of our customer service team, you will play a vital role in ensuring our customers receive exceptional service and support.Responsibilities:Greet customers promptly and...
-
Service Support Field Advisor
1 month ago
Chicago, Illinois, United States Rivian Full timeAbout RivianRivian is a pioneering company dedicated to creating a sustainable future through innovative electric vehicles. Our mission is to empower adventurous spirits to explore the world without compromising the planet.Job SummaryWe are seeking a highly motivated and customer-focused Service Support Field Advisor to join our team at Rivian. As a key...
-
Service Support Field Advisor
4 weeks ago
Chicago, Illinois, United States Rivian Full timeAbout RivianRivian is a pioneering company dedicated to creating a sustainable future through innovative electric vehicles. Our mission is to empower adventurous spirits to explore the world without compromising the planet.Job SummaryWe are seeking a highly motivated and customer-focused Service Support Field Advisor to join our team at Rivian. As a key...
-
Client Service Associate
2 weeks ago
Chicago, Illinois, United States Stifel Full timeJob SummaryThe Client Service Associate plays a vital role in supporting Financial Advisors with client account opening and maintenance, performing administrative tasks, and providing exceptional customer service. This position requires strong organizational skills, attention to detail, and effective communication.Key ResponsibilitiesAssist Financial...
-
Service Support Field Advisor
4 weeks ago
Chicago, Illinois, United States Rivian Full timeAbout RivianRivian is a pioneering company dedicated to creating a sustainable future through innovative electric vehicles. Our mission is to empower adventurous spirits to explore the world without compromising the planet.Job SummaryWe are seeking a highly motivated and customer-focused Service Support Field Advisor to join our team at Rivian. As a key...
-
Service Support Field Advisor
1 month ago
Chicago, Illinois, United States Rivian Full timeAbout RivianRivian is a pioneering electric vehicle manufacturer dedicated to creating a sustainable future. Our mission is to empower adventurous spirits by providing innovative, emissions-free vehicles that inspire exploration and protection of the environment.Job SummaryThe Service Support Field Advisor is a critical role that bridges the gap between our...
-
Service Support Field Advisor
1 month ago
Chicago, Illinois, United States Rivian Full timeAbout RivianRivian is a pioneering electric vehicle manufacturer dedicated to creating a sustainable future. Our mission is to empower adventurous spirits by providing innovative, emissions-free vehicles that inspire exploration and protection of the environment.Role SummaryThe Service Support Field Advisors at Rivian serve as the primary point of contact...
-
Automotive Service Professional
4 weeks ago
Chicago, Illinois, United States Murgado Automotive Group Full timeService Advisor Opportunity at Murgado Automotive GroupWe are seeking a skilled Service Advisor to join our team at Murgado Automotive Group in Downtown Chicago. As a Service Advisor, you will play a critical role in delivering exceptional customer service and ensuring the smooth operation of our service department.Responsibilities:Greet customers with a...
-
Service Advisor
1 week ago
Chicago, Illinois, United States Toyota of Lincoln Park Full timeService 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...
-
Service Advisor
3 weeks ago
Chicago, Illinois, United States Gateway Industrial Power Full timeJob Summary:We are seeking a highly skilled Service Advisor to join our team at Gateway Industrial Power, a leading provider of truck and refrigeration services. As a Service Advisor, you will play a critical role in ensuring the smooth operation of our service department, providing exceptional customer service, and driving business growth.Key...
-
Client Service Associate
18 hours ago
Chicago, Illinois, United States Kovitz Full timeJob Title: Client Service AssociateAt Kovitz, we are seeking a highly skilled and detail-oriented Client Service Associate to join our Wealth Management Team. This critical role will provide technical and client management support to our Senior Advisors, Advisors, and clients, ensuring exceptional client service and maintaining the highest ethical and...
-
Client Service Associate
3 weeks ago
Chicago, Illinois, United States BCI - Brokerage Consultants Inc Full timeJob Title: Client Service AssociateBCI - Brokerage Consultants Inc is seeking a highly organized and detail-oriented Client Service Associate to support our financial advisory firm. As a key member of our team, you will be responsible for providing exceptional client service, processing transactions, and maintaining accurate records.Responsibilities:Provide...
-
Senior Client Service Associate
2 weeks ago
Chicago, Illinois, United States BCI - Brokerage Consultants Inc Full timeSenior Client Service AssociateBCI - Brokerage Consultants Inc is seeking a highly organized and detail-oriented Senior Client Service Associate to support our team in Chicago, IL. This is a hybrid role that requires excellent communication and problem-solving skills.Key Responsibilities:Provide operational support to our advisors and clients, including...
-
Client Service Associate
1 month ago
Chicago, Illinois, United States Stifel Full timeJob SummaryThe Client Service Associate plays a vital role in supporting Financial Advisors with account opening and maintenance, administrative tasks, and customer service. This position requires strong organizational skills, attention to detail, and effective communication.Key ResponsibilitiesAssist Financial Advisors with client account opening and...