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Client Service Associate- Wealth Management
3 months ago
Description Do you run at a faster-than-average pace? Are you looking for a task-oriented role that requires high standards of quality and accuracy? Do you thrive in an environment that supports ongoing and thorough training opportunities which develop expertise and increase confidence? Client Service Associate at RFG Advisory may be a fit for your next career opportunity. RFG Advisory is committed to providing comprehensive support to our independent financial advisors, enabling them to create a refined client experience and unleash their growth potential. We are currently seeking a disciplined and conscientious Client Service Associate to join our team. As a Client Service Associate, you will be pivotal in collaborating with our Financial Advisors to deliver comprehensive operational support and seek to create operational efficiencies for their businesses. You will work alongside multiple Independent Financial Advisors in our Firm to connect with clients and develop relationships as they navigate wealth management. RFG supports growth and development of our Associates. All new hires in this position are connected with a mentor who will guide them through our 6-8 week mentorship program to learn our established processes and systems. Securities licensing discounts and/or reimbursements are available in this role. This is a full-time position in our Birmingham office (Liberty Park). We offer a hybrid schedule with 3-days in-office and 2 remote. Responsibilities : Provide efficient and timely customer service to clients. Client Care which includes: phone calls, customizing client portals, general client questions and working with clients to resolve issues. Assist with the collection of data from prospective client. Prepare financial documents including preparation for client meetings. Open and maintain client account records across various custodial platforms Assist with office activities including drafting professional emails and letters, filing, and mailings. Schedule client meetings and client events. Maintain accurate client information in Salesforce and other programs as directed. Understand policies and maintain records required by compliance. Other practice management tasks as needed. Represent the firm professionally both inside and outside the office. Benefits : Health, Dental and Vision Insurance with company stipend 401(k) + Non-elective Safe Harbor contribution Short-term and Long-term Disability + Life Insurance Ancillary benefits including voluntary life insurance for employee, their spouse and dependents, cancer, accident and critical illness coverage as well as Legal and Identity theft plans. Dependent Care FSA, Medical FSA, Health Savings Account with certain Health plans Generous PTO, Company Holidays & Charitable Work Day Maternity/Paternity leave Surface Pro + Home setup provided Continuing Education support Loads of RFG Swag Company Overview : RFG Advisory is an innovator in the wealth-management industry. Recognized by Forbes/Shook Research as a Top 100 RIA in America, by Investment News as a 2021, 2022 and 2024 Best Places to Work for Financial Advisers, and by Wealth Management.com as Top Non-Custodial RIA Support Platform of the Year in 2022, our team of A-players have a servant heart and a warrior mindset. Our success is driven by a team of professionals from a diverse spectrum of industries who work together to foster independence of Financial Advisors across the country. Disclosure: www.rfgadvisory.com/awards This is a great opportunity to be a part of a growing team in a fast-paced and changing industry. Our most recent Net Promoter Score among our corporate team is a 93 with 100% participation and with our Advisor NPS is a 85 versus industry average of a 44. Our team members consistently comment about our culture, teamwork, support of leadership and executive team and the collaboration that happens amongst our functional teams. So, if you are looking for a fun group of people to work with in an ever changing, never a dull moment organization, please apply Requirements Behavioral Attributes: Must be a self-starter, wiling to bring actionable ideas to an Advisor's practice Develops and maintains positive working relationships with others. Completes action items in a timely manner. Extremely task-oriented, with high standards of quality and accuracy. Strong follow-through skills on delegated tasks and assignments Maintains a high level of customer service and is passionate about meeting and assisting clients. Takes pride in the achievement of team objectives. Manages time effectively. Acquires knowledge/skills to further personal, professional, and team capability. Consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. Qualifications : Strong financial services experience required, preferably in wealth management. Multi-custodial experience preferred. Superior organization skills and attention to detail Must have the willingness to learn firm tech systems and implement them into the advisor's practice Ability to multi-task, prioritize effectively and be a self-starter Strong written and oral communication skills Experience in Microsoft Office Suite. Experience with Salesforce is a plus. Series 7 and/or 65 licenses preferred. This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary. #J-18808-Ljbffr
