Client Service Associate- Wealth Management chez RFG Advisory LLC

Description

Do you run at a faster-than-average pace? Are you looking for a task-oriented role that requires high standards of quality and accuracy? Do you thrive in an environment that supports ongoing and thorough training opportunities which develop expertise and increase confidence? Client Service Associate at RFG Advisory may be a fit for your next career opportunity.

RFG Advisory is committed to providing comprehensive support to our independent financial advisors, enabling them to create a refined client experience and unleash their growth potential. We are currently seeking a disciplined and conscientious Client Service Associate to join our team.

As a Client Service Associate, you will be pivotal in collaborating with our Financial Advisors to deliver comprehensive operational support and seek to create operational efficiencies for their businesses. You will work alongside multiple Independent Financial Advisors in our Firm to connect with clients and develop relationships as they navigate wealth management.

RFG supports growth and development of our Associates. All new hires in this position are connected with a mentor who will guide them through our 6-8 week mentorship program to learn our established processes and systems. Securities licensing discounts and/or reimbursements are available in this role.

This is a full-time position in our St. Louis office (Creve Coeur).

Responsibilities:

• Provide efficient and timely customer service to clients.
• Client Care which includes: phone calls, customizing client portals, general client questions and working with clients to resolve issues.
• Attend prospective client meetings to assist with data gathering.
• Prepare financial documents including preparation for client meetings.
• Open and maintain client account records across various custodial platforms
• Assist with office activities including drafting professional emails and letters, filing, and mailings.
• Manage appointments and other administrative responsibilities.
• Maintain accurate client information in Salesforce and other programs as directed.
• Understand policies and maintain records required by compliance.
• Other practice management tasks as needed.
• Represent the firm professionally both inside and outside the office.

Benefits:

• 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 for employee, their spouse and dependents, cancer, accident and critical illness coverage as well as Legal and Identity theft plans.
• Dependent Care FSA, Medical FSA, Health Savings Account with certain Health plans
• Generous PTO, Company Holidays & Charitable Work Day
• Maternity/Paternity leave
• Surface Pro + Home setup provided
• Continuing Education support
• Loads of RFG Swag

About RFG Advisory

At RFG Advisory, we’re building the RIA of the Future—empowering growth-minded independent Advisors to scale their businesses without compromise. We remove friction so Advisors can focus on what matters most: building meaningful relationships and growing enterprise value.

Our culture is high energy, all-in, awesome. We show up with servant hearts and growth mindsets. We iterate to excellence, lead boldly, and commit to getting 1% better every day.

If you’re driven to build, ready to collaborate, and energized by possibility—you’ll fit right in.
www.RFGadvisory.com/awards

Requirements

Behavioral Attributes:

• Develops and maintains positive working relationships with others.
• Completes action items in a timely manner.
• Maintains a high level of customer service and is passionate about meeting and assisting clients.
• Takes pride in the achievement of team objectives.
• Manages time effectively.
• Keeps pace with changes and acquires knowledge/skills to further personal, professional, and team capability.
• Consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

Qualifications:

• Strong financial services experience required.
• Multi-custodial experience preferred.
• Superior organization skills and attention to detail
• Must have the willingness to learn firm tech systems and implement them into the advisor's practice
• Ability to multi-task, prioritize effectively and be a self-starter
• Strong written and oral communication skills
• Experience in Microsoft Office Suite. Experience with Salesforce is a plus.
• Series 7 and/or 65 licenses preferred.

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.