Client Service Associate

RFG Advisory; City of Poughkeepsie, Northern (NY, KY); On-site; USD 60,000 - 85,000; Full time

Job summary

RFG Advisory in Poughkeepsie, NY is seeking a Client Relationship Support to sit at the center of the Advisor's practice, connecting people, processes and systems to deliver a seamless client journey.

You will respond to client questions, prepare documents and coordinate meetings, while maintaining data integrity in Salesforce and across custodial platforms.

Qualifications

• Experience supporting client relationships in a financial services environment.
• Proficiency with client communications and meeting coordination.
• Familiarity with CRM and compliance standards.

Responsibilities

• Respond to client questions, resolve issues, and guide them through account updates and portals.
• Deliver timely, thoughtful service that builds trust with every interaction.
• Represent the firm professionally in all client-facing communications, internally and externally.
• Prepare financial documents, meeting materials, and organized information for new and prospective clients.
• Schedule meetings and coordinate events that keep the practice running smoothly.
• Partner closely with Advisors to translate strategy into execution on a daily basis.
• Open and maintain client accounts across custodial platforms including Schwab, Fidelity, and Pershing.
• Ensure Salesforce and internal systems are accurate and consistently up to date.
• Manage documentation and records in line with compliance standards.
• Draft polished emails and client communications on behalf of the practice.
• Support administrative workflows and day-to-day office coordination.
• Identify opportunities to improve how the practice operates and bring actionable ideas forward.

Skills

Relationship building

Customer service

Communication skills

Tools

Salesforce

Schwab

Fidelity

Pershing

Job description

Build trust, create clarity, and strengthen the Advisor-client experience. The Client Service Associate sits at the center of the Advisor's practice, connecting people, processes, and systems to deliver a seamless client journey. This role is equal parts relationship builder and operational expert, bringing order, confidence, and consistency to every interaction.Location: Poughkeepsie, New York onsite

Client Relationship Support

• Respond to client questions, resolve issues, and guide them through account updates and portals.
• Deliver timely, thoughtful service that builds trust with every interaction.
• Represent the firm professionally in all client-facing communications, internally and externally.

Advisor Enablement

• Prepare financial documents, meeting materials, and organized information for new and prospective clients.
• Schedule meetings and coordinate events that keep the practice running smoothly.
• Partner closely with Advisors to translate strategy into execution on a daily basis.

Account Operations & Data Integrity

• Open and maintain client accounts across custodial platforms including Schwab, Fidelity, and Pershing.
• Ensure Salesforce and internal systems are accurate and consistently up to date.
• Manage documentation and records in line with compliance standards.

Administrative & Office Coordination

• Draft polished emails and client communications on behalf of the practice.
• Support administrative workflows and day-to-day office coordination.
• Identify opportunities to improve how the practice operates and bring actionable ideas forward.