Client Service Associate - Wealth Management - Remote

Overview

The Client Service Associate at RFG Advisory plays a crucial role in supporting independent financial advisors by enhancing client experiences and operational efficiencies.

In Short

• Provide efficient and timely customer service to clients.
• Assist with client care, including phone calls and resolving issues.
• Prepare financial documents for client meetings.
• Open and maintain client account records.
• Support office activities and manage appointments.
• Maintain accurate client information in Salesforce.
• Understand compliance policies and maintain records.
• Participate in a mentorship program for new hires.
• Collaborate with Financial Advisors to enhance client relationships.
• Work in a fast-paced and supportive team environment.

Requirements

• Strong financial services experience required.
• Multi-custodial experience preferred.
• Superior organization skills and attention to detail.
• Self-starter with actionable ideas for advisors.
• Willingness to learn firm tech systems.
• Ability to multi-task and prioritize effectively.
• Strong written and oral communication skills.
• Experience in Microsoft Office Suite; Salesforce experience is a plus.
• Series 7 and/or 65 licenses preferred.
• Positive working relationships and customer service focus.

Benefits

• Health, Dental, and Vision Insurance with company stipend.
• 401(k) with Non-elective Safe Harbor contribution.
• Short-term and Long-term Disability + Life Insurance.
• Generous PTO and Company Holidays.
• Continuing Education support.
• Home office setup provided.
• Maternity/Paternity leave.
• Charitable Work Day.
• Ancillary benefits for employees and dependents.
• Company swag and a supportive work culture.