Client Service Associate

5 days ago


St Louis, Missouri, United States RFG Advisory Full time
Job Title: Client Service Associate - Wealth Management

We are seeking a highly organized and detail-oriented Client Service Associate to join our team at RFG Advisory. As a Client Service Associate, you will play a critical role in providing exceptional customer service to our clients and supporting our financial advisors in their daily operations.

Responsibilities:
  • Provide timely and efficient customer service to clients via phone, email, and in-person interactions.
  • Assist financial advisors with data gathering, document preparation, and client communication.
  • Manage client account records, including opening and maintaining accounts across various custodial platforms.
  • Perform administrative tasks, such as drafting emails, filing, and mailings.
  • Represent the firm professionally and maintain accurate client information in Salesforce and other programs.
Requirements:
  • Strong financial services experience, preferably in a multi-custodial environment.
  • Superior organization skills, attention to detail, and ability to multitask.
  • Willingness to learn firm tech systems and implement them into the advisor's practice.
  • Strong written and oral communication skills, with experience in Microsoft Office Suite.
  • Series 7 and/or 65 licenses preferred.
Benefits:
  • Competitive salary range: $60,000-$70,000 DOE.
  • 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, cancer, accident, and critical illness coverage.
  • Dependent care FSA, medical FSA, and health savings account with certain health plans.
  • Generous PTO, company holidays, and charitable work day.
  • Maternity/paternity leave.
  • Surface Pro + home setup provided.
  • Continuing education support.
  • Loads of RFG swag.

RFG Advisory is an innovator in the wealth-management industry, recognized by Forbes/Shook Research as a Top 100 RIA in America and by Investment News as a 2021, 2022, and 2024 Best Places to Work for Financial Advisers. Our team of A-players has a servant heart and a warrior mindset, driven by a commitment to fostering independence of financial advisors across the country.



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