Client Service Representative - Wealth Management (Flexible Hybrid Schedule Available)

Company: Alera Group
Location: Addison
Posted on: November 21, 2022

Job Description:

GCG, an Alera Group Company is seeking -a highly motivated -Client Service Representative -to join their Wealth Management team. - -Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success? - -If that is what you are looking for, this is your chance to be part of an amazing organization!Since 1975, GCG Financial, LLC, has been a trusted partner for our clients. - Our mission is to enhance the financial security of the businesses and families we serve, through exceptional employee benefits, risk management and wealth management solutions. - We believe in empowering people - our clients, our team, and the individuals in the communities where we live and work.Responsibilities -As a -Client Service Representative, - you will provide Insurance and Investment sales, and administrative and marketing support to a pool of high-producing advisors with the opportunity to branch out into additional operational support activities. - - Serve as a primary client liaison and manage client communications. - - Provide materials for client and prospect meetings (ex: account opening paperwork, reporting). - - Respond to client inquiries and service requests. - - Schedule client and prospect meetings. - - Monitor the status of paperwork and facilitate new business submission. - - Manage the delivery of client policies and other account documentation; follow up as needed. - - CRM database maintenance. - - Provide additional administrative support as needed. Qualifications - - Undergraduate college degree required. - - Series 7 and 66 licenses or ability to obtain. - - Minimum 3 years of work experience in a professional office environment (Insurance and Investment Services preferred) with data entry responsibilities and efficient execution of administrative tasks. - - Proficient computer and Microsoft Office skills (Word, Excel. PowerPoint). Equal Opportunity Employment We're an - equal opportunity employer . - All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. #pandoIQ PandoLogic. Keywords: Customer Service Representative, Location: Addison, IL - 60101

Keywords: Alera Group, Naperville , Client Service Representative - Wealth Management (Flexible Hybrid Schedule Available), Executive , Addison, Illinois