Financial Services Client Relations Associate

2 weeks ago

Birmingham, Alabama, United States RFG Advisory Full time

Are you detail-oriented and proactive? If you are seeking a role that emphasizes precision and quality, the position of Client Service Associate at RFG Advisory may align with your career aspirations.

About RFG Advisory: We are dedicated to empowering independent financial advisors, enhancing their ability to provide exceptional client experiences and fostering their growth potential.

Role Overview: As a Client Service Associate, you will play a crucial role in partnering with our Financial Advisors to deliver thorough operational support while striving to enhance efficiency within their practices.

Key Responsibilities:

  • Deliver prompt and effective customer service to clients.
  • Client Engagement: Manage phone inquiries, customize client portals, address general client inquiries, and assist in resolving client issues.
  • Support the collection of information from potential clients.
  • Prepare essential financial documentation for client meetings.
  • Establish and maintain client account records across various custodial platforms.
  • Assist with administrative tasks including drafting professional correspondence, filing, and mail distribution.
  • Coordinate client meetings and events.
  • Ensure accurate client data management in Salesforce and other designated systems.
  • Comply with policies and maintain necessary records as required by compliance.
  • Engage in additional practice management tasks as needed.
  • Represent the firm with professionalism both internally and externally.

Benefits:

  • Comprehensive Health, Dental, and Vision Insurance with company contribution.
  • 401(k) plan with Non-elective Safe Harbor contributions.
  • Short-term and Long-term Disability coverage, along with Life Insurance.
  • Optional ancillary benefits including voluntary life insurance, critical illness coverage, and legal services.
  • Flexible spending accounts for dependent care and medical expenses.
  • Generous paid time off, company holidays, and opportunities for charitable engagement.
  • Parental leave for maternity and paternity.
  • Provision of necessary technology and home office setup.
  • Support for continuing education and professional development.
  • Company merchandise and promotional items.

Company Overview: RFG Advisory stands as a leader in the wealth management sector. We have been recognized by various industry publications for our excellence and commitment to fostering a supportive environment for financial advisors.

Team Culture: Our organization thrives on collaboration, with a strong emphasis on teamwork and support from leadership. Our recent feedback indicates high satisfaction among team members regarding our culture and operational dynamics.

Ideal Candidate Attributes:

  • Self-motivated with a proactive approach to contributing ideas.
  • Able to cultivate and maintain positive relationships.
  • Timely completion of tasks and assignments.
  • Detail-oriented with a commitment to high-quality standards.
  • Strong follow-through on delegated responsibilities.
  • Passionate about delivering exceptional customer service.
  • Effective time management skills.
  • Willingness to acquire new knowledge and skills for personal and team growth.

Qualifications:

  • Experience in financial services, particularly in wealth management.
  • Familiarity with multi-custodial environments is preferred.
  • Exceptional organizational skills and attention to detail.
  • Ability to learn and implement firm technology systems.
  • Strong multitasking and prioritization abilities.
  • Excellent written and verbal communication skills.
  • Proficiency in Microsoft Office Suite; experience with Salesforce is advantageous.
  • Possession of Series 7 and/or 65 licenses is preferred.

This role operates within a standard office environment, primarily involving sedentary tasks with occasional filing duties.

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