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.
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