Client Service Associate

4 weeks ago


St Louis, Missouri, United States RFG Advisory Full time
Job Overview

RFG Advisory is seeking a highly organized and detail-oriented Client Service Associate to join our team. As a key member of our operations team, you will play a critical role in providing exceptional client service and support to our financial advisors.

Responsibilities
  • Provide timely and efficient customer service to clients via phone, email, and in-person interactions.
  • Assist financial advisors with client onboarding, account maintenance, and other administrative tasks.
  • Prepare and maintain accurate client records, including financial documents and account information.
  • Collaborate with internal teams to resolve client issues and improve operational efficiency.
  • Develop and maintain positive relationships with clients, financial advisors, and internal stakeholders.
Requirements
  • Strong organizational and time management skills.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.
  • Experience in financial services or a related field is preferred.
  • Series 7 and/or 65 licenses are a plus.
What We Offer
  • A competitive salary range of $60,000-$70,000 DOE.
  • A comprehensive benefits package, including health, dental, and vision insurance.
  • A 401(k) plan with company match.
  • Opportunities for professional growth and development.

RFG Advisory is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive and respectful of all employees.


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