["Advisor Service Associate (Customer Success)","Advisor Service Associate (Customer Success)"]

RPAG is a wholly owned subsidiary of Great Gray Group, LLC. Acquired in 2024, RPAG hosts the industry's leading retirement plan practice management platform. Designed for elite advisors and institutions, our goal is to create successful outcomes by protecting plan fiduciaries and engaging plan participants. Our efficient and scalable technology platform provides our members with actionable insights, allowing them to make data‑driven decisions for their retirement plan clients.At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us.The RoleRPAG is looking to add an Advisor Service Associate on our Customer Support team. This is a customer‑facing role responsible for providing a best‑in‑class service experience for our retirement plan advisor clients. Strong communication skills are a must, as the role includes building and maintaining working relationships with team members, vendors and other departments throughout the organization.Please note - this role works a Mon-Fri shift from 7:30AM PT - 4:30PM PTLocationThis position will work from our Las Vegas, NV office. Great Gray Group currently supports a hybrid work model with 4 days onsite, and 1 day remote.Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.ResponsibilitiesField and respond to inbound phone calls and email correspondence regarding our proprietary Advisor Web PortalEffectively and succinctly engage with clients (financial advisors) to communicate the features and value‑add functionality included in the Advisor PortalLead advisor onboarding activities and implementations as well as serve as the main point of contact for new advisor clients once establishedConduct demonstrations and trainings on new technology features and capabilities, both virtually and in‑personAbility to attend/travel to company events to interact with clients, conduct demos, and assist with event logistics/preparations (minimal travel is expected – approximately 1-2 weeks per year)Create and analyze fee and investment reports – interpret, communicate and make recommendations regarding findingsComplete other related duties as assignedQualifications & Experience1-3 years of relevant work experience in the financial services or retirement/investment planning industryProficient use of applicable technology including our client web portalStrong customer service orientation and ability to build relationships and trust with internal and external clients and other key stakeholdersStrong communication skills when working with clients, peers, senior management, team members and vendorsAbility to manage multiple projects and deliverables simultaneouslyExcellent written/verbal communication skills and use of grammarExcellent organizational skills and attention to detail – timely and accurate follow‑up is key!Ability to thrive in a fast‑paced, dynamic environment and manage multiple priorities effectivelyCommitment to culture requires a demonstration of professionalism, attendance, accountability, customer/client focus, and teamworkBenefitsBe an integral part of a high‑growth organization!Competitive compensation packageGroup medical, dental and vision insuranceEmployer‑paid life and disability insuranceEligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model, upholding our mission to support our employees in retirementEqual Employment Opportunity PolicyGreat Gray Group, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non‑merit factor.Accommodation StatementGreat Gray is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us.#J-18808-Ljbffr