b81abd0c-67bd-4064-9f47-392bc8f0dbcc Verified 2d ago
Advisor Service Associate
Las Vegas, NV, 89119 Hybrid
Salary not listedPaySalary not listed
TypeNot specified
Work settingHybrid
Verified listing
JobFig found this opening at its original source and checks that it remains available.
About the role
RPAG 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.
What you'll bring
- Bachelor’s degree
- 1-3 years of relevant work experience in the financial services or retirement/investment planning industry
- Proficient use of applicable technology including our client web portal
- Strong customer service orientation and ability to build relationships and trust with internal and external clients and other key stakeholders
- Strong communication skills when working with clients, peers, senior management, team members and vendors
- Ability to manage multiple projects and deliverables simultaneously
- Excellent written/verbal communication skills and use of grammar
- Excellent organizational skills and attention to detail &ndash
- timely and accurate follow-up is key!
- Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively
- Commitment to culture requires a demonstration of professionalism, attendance, accountability, customer/client focus, and teamwork
Benefits
401(k)Disability InsurancePaid Time OffRetirement PlanVision Insurance