Great Gray is looking for an Advisor Service Associate to provide critical operational support to our advisor teams. You'll play a key role in ensuring smooth service delivery and client satisfaction.
What You'll Do
- Provide high-quality operational support to advisors and their clients
- Process and manage client service requests and account maintenance
- Collaborate with team members to resolve inquiries efficiently
- Maintain accurate records and assist with compliance-related tasks
What We're Looking For
- Experience in a client service or operational support role within financial services
- Strong attention to detail and a commitment to accuracy
- Excellent verbal and written communication skills
- Ability to manage multiple priorities in a fast-paced environment
Work Mode
This is a hybrid position based in Las Vegas, NV. Specific in-office expectations will be discussed during the hiring process.
Great Gray is an equal opportunity employer.
