Regional Client Service Director

4 weeks ago


Creve Coeur, Missouri, United States RFG Advisory Full time
About the Role:

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


  • Creve Coeur, Missouri, United States RFG Advisory Full time

    Job OverviewWe are seeking a highly skilled Regional Client Service Manager to join our team at RFG Advisory. As a key member of our operations team, you will be responsible for leading and supervising our client service team, fostering a culture of collaboration and high performance while ensuring administrative needs are met for our advisors.Key...


  • Creve Coeur, Missouri, United States FM Global Full time

    OverviewFM Global is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property insurance solutions.We help clients maintain continuity in their business operations by drawing upon state-of-the-art loss-prevention engineering and research; risk...


  • Creve Coeur, Missouri, United States MAXIMUS Full time

    Regional Clinic Supervisor Job SummaryMaximus is seeking a highly skilled Regional Clinic Supervisor to join our Veterans Evaluation Services team in Creve Coeur, MO. As a Regional Clinic Supervisor, you will be responsible for overseeing a team of Clinic Intake Specialists and Sr. Clinic Intake Specialists in the Central region.Key Responsibilities:Manage...


  • Creve Coeur, Missouri, United States M3USA Full time

    Job SummaryM3 USA is a leading healthcare innovation company, offering digital solutions across various industries. We are seeking a skilled Client Account Manager to join our team.The ideal candidate will be responsible for building and maintaining strong relationships with clients, ensuring their satisfaction with our products and services. This includes...


  • Creve Coeur, Missouri, United States Mercy Full time

    Sign On Bonus Available: Up to $10,000Benefits:Experienced Nurse Sign on Bonus up to $10,000Stay Premium Program - up to $8/hour based on years of Mercy serviceEducation AssistanceUp to $20,000 Loan Forgiveness for new grad nursesTuition Reimbursement $2,000 per yearComprehensive Medical, Dental & Vision InsurancePTO/Vacation TimeEmployer-Matched Retirement...


  • Creve Coeur, Missouri, United States Asbury Automotive Group Full time

    Unlock Your Sales Potential at Asbury Automotive GroupAsbury Automotive Group, a Fortune 500 company and one of the largest franchised automotive retailers in the United States, is seeking a highly skilled and motivated Director of Sales Excellence to join our team. Our company culture, grounded in our North Star and Compass, is committed to providing...

  • Sales Director

    1 month ago


    Creve Coeur, Missouri, United States DSV Air & Sea Full time

    Job Summary:The Sales Manager will be responsible for developing and executing sales strategies to achieve revenue targets for DSV Air & Sea. They will work closely with the sales team and other departments to ensure customer requirements are met and revenue targets are achieved.Key Responsibilities:Develop and execute sales strategies to achieve revenue...


  • Creve Coeur, Missouri, United States Axes Physical Therapy Full time

    Axes Physical Therapy is dedicated to delivering exceptional patient care and improving the lives of those we serve. To achieve this goal, we are seeking a highly motivated and detail-oriented Clinical Technician (Aide) to join our team at our Creve Coeur (Olive) Clinic.This part-time position offers flexible hours and is ideal for students pursuing a...


  • Creve Coeur, Missouri, United States LHC Group Full time

    LHC Group is seeking a highly skilled Registered Nurse (RN) to fill the role of Home Health Patient Care Manager. This position is responsible for the supervision and coordination of clinical services, ensuring the delivery of high-quality care to patients in their homes.Key Responsibilities:Supervise and coordinate clinical services to ensure timely and...


  • Creve Coeur, Missouri, United States Mercy Full time

    Mercy Spine and Pain Management OpportunityWe are seeking a highly skilled Board Certified or Board Eligible Anesthesiologist with fellowship training in Pain Management to join our team at Mercy Spine and Pain Management in St Louis, MO.The ideal candidate will have a strong background in Anesthesia and Pain Management, with a passion for providing...


  • Creve Coeur, Missouri, United States Mercy Full time

    Sign On Bonus Available: Up to $10,000Float IncentivesDifferentialsIncentives:Experienced Nurse Sign on Bonus up to $10,000 Relocation Assistance up to $3,000 per policyStay Premium Program- up to $8/hour based on years of Mercy serviceEducation AssistanceUp to $20,000 Loan Forgiveness for new grad nursesTuition Reimbursement $2,000 per yearDay-One...


  • Creve Coeur, Missouri, United States Axes Physical Therapy Full time

    Axes Physical Therapy is committed to delivering exceptional patient care and improving lives through innovative services.We are seeking a dedicated Clinical Technician (Aide) to join our team at the Creve Coeur (Olive) Clinic. This part-time position offers flexible hours, making it an ideal opportunity for students pursuing a medical-related field.The...


  • Creve Coeur, Missouri, United States Fresenius Medical Care North America Full time

    Job SummaryFresenius Medical Care North America is seeking a highly skilled Technical Operations Manager to join our team. This role is responsible for overseeing the overall operation, condition, maintenance, and repair of all water treatment, physical plant, medical equipment, mechanical/electrical systems in the centralized program.Key...


  • Creve Coeur, Missouri, United States DAS Acquisiton Company LLC Full time

    At DAS Acquisition Company, LLC, we're dedicated to delivering exceptional service to our clients. As a Mortgage Loan Originator, you'll play a vital role in helping individuals achieve their financial goals. Our team is passionate about providing a superior level of service, and we're committed to making the home financing process a positive and rewarding...

  • Pet Care Specialist

    4 weeks ago


    Creve Coeur, Missouri, United States 4-Legged Kids Inc Full time

    Job Summary:We are seeking a reliable and compassionate Pet Care Specialist to join our team at 4-Legged Kids Inc. As a Pet Care Specialist, you will be responsible for providing top-notch care to our furry clients, including walking, feeding, and administering medication. If you have a passion for animals and a commitment to excellence, we encourage you to...


  • Creve Coeur, Missouri, United States Bethesda Health Full time

    Bethesda Health: A Leader in Wound CareAt Bethesda Health, we're dedicated to delivering exceptional care to our patients. As a Clinical Registered Nurse, you'll play a critical role in our skin care program, overseeing and managing the organization's wound care services. As a team member at Bethesda Health, you'll enjoy great benefits, including 403b, daily...

  • Pet Sitter

    1 month ago


    Creve Coeur, Missouri, United States 4-Legged Kids Inc Full time

    Job Title: Pet SitterWe are seeking a reliable and compassionate Pet Sitter to join our team at 4-Legged Kids Inc. As a Pet Sitter, you will be responsible for providing top-notch care to our furry clients, including walking, feeding, and administering medication.Responsibilities:Provide exceptional care to dogs and cats, including walking, feeding, and...

  • Pet Care Specialist

    4 weeks ago


    Creve Coeur, Missouri, United States 4-Legged Kids Inc Full time

    About the Role:We are seeking a dedicated and compassionate Pet Care Specialist to join our team at 4-Legged Kids Inc. As a Pet Care Specialist, you will be responsible for providing top-notch care to our furry clients, including walking, feeding, and administering medication as needed.Key Responsibilities:Provide exceptional care to dogs and cats, including...


  • Creve Coeur, Missouri, United States FM Global Full time

    About the RoleFM Global is a leading property insurer that provides engineering-based risk management solutions to the world's largest businesses. As a Client Service Intern, you will play a key role in helping clients neutralize potential disasters such as fires, explosions, earthquakes, and floods.ResponsibilitiesParticipate in FM training to learn the...

  • Medical Nurse

    4 weeks ago


    Creve Coeur, Missouri, United States AHS Staffing Full time

    AHS Staffing is seeking a travel nurse for a Med Surg position in a reputable healthcare facility. The job requires a strong nursing background and the ability to work 12-hour night shifts.As a travel nurse with AHS Staffing, you will have the opportunity to work in a variety of settings and locations, gaining valuable experience and skills. Our team is...