Financial Services Coordinator
3 weeks ago
**About the Role**
We are seeking a highly organized and detail-oriented Client Service Associate to join our team at RFG Advisory. This is a fantastic opportunity for someone who is passionate about delivering exceptional client service and wants to be part of a dynamic and innovative company.
RFG Advisory is a leading wealth-management firm that is committed to providing comprehensive support to our independent financial advisors. As a Client Service Associate, you will play a key role in collaborating with our Financial Advisors to deliver operational support and create efficiencies for their businesses.
You will work closely with multiple Independent Financial Advisors in our Firm to connect with clients and develop relationships as they navigate wealth management. Your responsibilities will include:
- Providing efficient and timely customer service to clients
- Managing client account records across various custodial platforms
- Assisting with office activities, including drafting professional emails and letters, filing, and mailings
- Representing the firm professionally both inside and outside the office
This is a full-time position in our St. Louis office (Creve Coeur). We offer a competitive salary range of **$60,000-$70,000 DOE**, depending on experience. Our benefits package includes health, dental, and vision insurance, 401(k), short-term and long-term disability, life insurance, and more.
About RFG Advisory
RFG Advisory is an innovator in the wealth-management industry, recognized by Forbes/Shook Research as a Top 100 RIA in America, Investment News as a Best Places to Work for Financial Advisers, and Wealth Management.com as Top Non-Custodial RIA Support Platform of the Year. We foster independence of Financial Advisors across the country and have a servant heart and warrior mindset.
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