Financial Operations Specialist

3 days ago


St Louis, Missouri, United States RFG Advisory Full time

We are seeking a highly skilled Financial Operations Specialist to join our team at RFG Advisory. As a key member of our team, you will be responsible for providing exceptional customer service to clients, collaborating with financial advisors to deliver operational support, and developing relationships with clients as they navigate wealth management. If you are a detail-oriented and organized individual with a passion for financial services, we encourage you to apply.

About the Role
  • Provide efficient and timely customer service to clients, including phone calls, customizing client portals, and resolving issues.
  • Assist with data gathering during prospective client meetings and prepare financial documents for client meetings.
  • Manage client account records across various custodial platforms and maintain accurate information in Salesforce and other programs.
Why Choose RFG Advisory
  • A competitive salary range of $60,000-$70,000 based on experience.
  • A comprehensive benefits package, including health, dental, and vision insurance, 401(k) with company match, and short-term and long-term disability coverage.
  • A generous PTO policy, company holidays, and charitable work day.
About RFG Advisory

RFG Advisory is 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 professionals from diverse industries collaborate to foster independence of financial advisors across the country.



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