Wealth Management Client Support Specialist
2 weeks ago
Position Type:
Full-time
Overview:
Are you a proactive individual with a keen eye for detail? If you excel in a structured environment that prioritizes quality and precision, the role of Client Service Associate at RFG Advisory could be your next career step.
RFG Advisory is dedicated to offering extensive support to independent financial advisors, enhancing their ability to provide an exceptional client experience and maximize their growth potential. We are currently in search of a meticulous and responsible Client Service Associate to play a crucial role in our operations.
In this position, you will collaborate closely with Financial Advisors to deliver comprehensive operational assistance and strive to improve efficiencies within their practices. Your role will involve engaging with clients and fostering relationships as they navigate the complexities of wealth management.
RFG is committed to the professional growth of our Associates. All new employees in this role will be paired with a mentor who will guide them through a structured mentorship program lasting 6-8 weeks, designed to familiarize them with our established processes and systems. Additionally, we offer securities licensing discounts and/or reimbursements for this position.
Key Responsibilities:
- Deliver prompt and effective customer service to clients.
- Manage client care, including phone interactions, customizing client portals, addressing general inquiries, and resolving client issues.
- Assist in gathering data from potential clients.
- Prepare financial documentation for client meetings.
- Open and maintain client account records across various custodial platforms.
- Support office activities, including drafting professional correspondence, filing, and mail distribution.
- Coordinate client meetings and events.
- Ensure accurate client information is maintained in Salesforce and other designated programs.
- Comprehend policies and maintain compliance records.
- Perform additional practice management tasks as required.
- Represent the firm professionally in all interactions.
- Health, Dental, and Vision Insurance with company contribution.
- 401(k) plan with Non-elective Safe Harbor contribution.
- Short-term and Long-term Disability Insurance, along with Life Insurance.
- Additional benefits including voluntary life insurance for employees and their families, cancer, accident, and critical illness coverage, as well as Legal and Identity Theft protection plans.
- Dependent Care FSA, Medical FSA, and Health Savings Account options.
- Generous Paid Time Off, Company Holidays, and a Charitable Work Day.
- Maternity and Paternity leave.
- Surface Pro and home office setup provided.
- Support for Continuing Education.
- Company merchandise and promotional items.
RFG Advisory is a leader in the wealth management sector. Acknowledged by Forbes/Shook Research as a Top 100 RIA in America and recognized by Investment News as a Best Place to Work for Financial Advisers, our team is composed of dedicated professionals who embody a servant heart and a warrior mindset. Our success is fueled by a diverse group of experts collaborating to empower Financial Advisors nationwide.
Qualifications:
- Strong experience in financial services, preferably within wealth management.
- Experience with multiple custodial platforms is preferred.
- Exceptional organizational skills and attention to detail.
- Willingness to learn and implement firm technology systems.
- Ability to manage multiple tasks and prioritize effectively.
- Strong written and verbal communication skills.
- Proficiency in Microsoft Office Suite; experience with Salesforce is advantageous.
- Preferred Series 7 and/or 65 licenses.
This position operates in a standard office environment, utilizing typical office equipment such as computers, phones, and photocopiers. The role is primarily sedentary, though some filing may be required, necessitating the ability to lift files and access filing cabinets as needed.
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