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Client Service Representative-Wealth Management

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Job Details
Job Order Number
Company Name
Alera Group
Physical Address

Deerfield, IL 60015
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.

As a Client Service Representative , you would provide Insurance and Investment sales, administrative and marketing support to a pool of high producing advisors. Collaborate with the Ascend Support Team on creating the best processes and procedures to help increase sales with our Advisors.


+ Scheduling client and prospect meetings.

+ Request and prepare quotes.

+ Prepare client annual reports.

+ Provide materials for client and prospect meetings (ex: account opening paperwork, annual review report).

+ Primary client liaison, communicate with clients:

+ status of paperwork and facilitiate process for new business submission

+ sent client policy/account delivery

+ responsive to client service requests

+ CRM database maintenance.

+ Provide basic administrative support.


+ Undergraduate college degree preferred.

+ Minimum 5 year(s) 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 skills and commitment to enhancing software skills.

+ Intermediate knowledge of investments and insurance products.

+ Ability to work independently and proceed with objectives.

+ Collaborate on a small team.

+ Excellent communication skills, ability to interact with advisors.

+ Highest integrity with regard to confidentiality of client data.

+ Experienced customer service skills.

+ Ability to manage deadlines.

+ Flexible attitude.

+ High attention to detail.

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.

Job Locations US-IL-Deerfield

ID 2020-1667

Category Client Service

Type Regular Full-Time

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