Great Gray

Advisor Service Associate

Great Gray

5 hours ago
Las Vegas, NV
Hybrid
Full Time
Junior
0 applicants
Great Gray
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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

Great Gray

About Great Gray

greatgray.com

Great 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.

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

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