Advisor Service Associate
Great Gray
About this role
Great Gray Group is seeking an Advisor Service Associate to provide customer support to retirement plan advisor clients. The role involves engaging with clients, troubleshooting technical issues, and conducting demonstrations about their proprietary web portal. It focuses on delivering a high-quality service experience within a hybrid work environment at the Las Vegas, NV office.
Skills
About Great Gray
greatgray.comGreat Gray Trust Company is a trust firm that specializes in collective investment trusts (CITs), offering tax‑exempt retirement investment solutions for institutional retirement plans. The firm emphasizes growth‑oriented, technology‑driven innovation to streamline operations and unlock efficiencies for plan sponsors and their participants. Great Gray focuses on expanding and transforming retirement solutions through tailored CIT products designed to help clients meet long‑term retirement goals.
Recent company news
Great Gray Secures flexPATH CIT Fund Sub-Advisory Assets
Nov 17, 2025
Great Gray Trust Company to Collaborate With BlackRock
Jun 30, 2025
ADDING and REPLACING Great Gray Purchases Assets of flexPATH’s CIT Fund Sub-Advisory Business, Bringing Services In-House for the Great Gray Collective Investment Trust Funds
Nov 14, 2025
What's New In Investments, Funds? – BlackRock, Great Gray Trust Company
Jun 27, 2025
Great Gray chooses BlackRock for private markets allocation in retirement fund
Jun 27, 2025
About Great Gray
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Great Gray .
Salary
$40k – $56k
per year
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