Advisor Service Associate (Customer Success/Customer Support)

Posted about 3 months ago

or apply directly on Great Gray Group's site. We never take the application ourselves.

Is this posting real?

This role has been open: 81 days
Reposted: No
Salary listed: No
Ghost-job risk at Great Gray Group: high
Hiring momentum: 23 roles opened in the last 90 days
Last confirmed on the employer's board: 2026-10-25

Measured from postings appearing on and disappearing from Great Gray Group's own lever board since 2026-08-04. Full hiring picture for Great Gray Group.

About this role

The Advisor Service Associate role at RPAG involves providing exceptional customer support to retirement plan advisor clients. Daily tasks include responding to inquiries, onboarding new advisors, conducting technology demonstrations, and analyzing reports. The position requires strong communication skills and the ability to manage multiple projects effectively while maintaining relationships with clients and internal teams.

Our read on this posting2.2out of 5

benefits: 3/5
freshness: 1/5
career value: 3/5
role clarity: 4/5
pay transparency: 0/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Great Gray Group as an employer.

What you need

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 client web portal
Strong customer service orientation
Strong communication skills when working with clients and team members
Ability to manage multiple projects and deliverables simultaneously

What you get

Comprehensive and competitive benefits package
Competitive compensation package
Group medical, dental and vision insurance
Employer-paid life and disability insurance
Annual well-being stipend
401(k) plan with advantageous employer contribution model

Worth weighing

Role requires strong communication skills and customer service orientation
Minimal travel expected (approximately 1-2 weeks per year)
Position is hybrid with 4 days onsite and 1 day remote
No visa sponsorship available for this position

Summarised from Great Gray Group's posting. Read the full original.

Listed by Great Gray Group on their lever job board, last confirmed open on 2026-10-25. PitchMeAI is not the employer.

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