Regional Client Service Director
4 weeks ago
As a Regional Client Service Manager at RFG Advisory, you will play a pivotal part in shaping the future of our client service team by coaching, mentoring, and driving operational excellence. This is a full-time position based in our St. Louis (Creve Coeur) MO office with a hybrid work schedule. This position will require occasional travel.
Key Responsibilities:
Lead and supervise the client service team, fostering a culture of collaboration and high performance while ensuring administrative needs are met for advisors.
Ensure the delivery of high-quality service by the team, addressing any service issues and implementing corrective actions as needed.
Take charge of resolving complex advisor inquiries, ensuring timely and effective solutions.
Lead efforts to identify and implement process improvements within the team to enhance operational efficiency and client satisfaction.
Work closely with operations teams to align service strategies and facilitate smooth client interactions.
Gather advisor feedback to assess service effectiveness and guide team training and improvement efforts.
Requirements:
Bachelor's degree or work experience equivalent.
Minimum of 5 years of experience in the financial services industry serving as an Advisor Assistant or similar role.
Experience with Orion and major custodial back-office platforms preferred (Schwab, Fidelity and Pershing).
Proven experience in developing and leading teams
Strong history of mentoring, coaching, and team development
Knowledge of CRM systems required (Salesforce a plus)
Technologically savvy with a passion for learning new programs and improving processes
Ability to collaborate effectively in a small-team environment and work independently
Excellent verbal and written communication skills
Patience when providing guidance to less-skilled computer users
Highly organized and detail-oriented
Creative problem-solving skills with a focus on operational improvement
Thrives in a fast-paced, ever-changing work environment
Benefits:
Health, Dental and Vision Insurance with company stipend
401(k) + Safe Harbor contribution
Short-term and Long-term Disability + Life Insurance
Dependent Care FSA and Medical FSA
Generous PTO, Company Holidays & Charitable Workday
Maternity/Paternity leave
Lifestyle Spending Account
Professional Development opportunities
Surface Pro + Home setup provided
Loads of RFG Swag
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