Client Service Associate/Office Manager- Wealth Management

RFG Advisory; St. Louis (MO); Presencial; USD 65 000 - 73 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive salary

Generous PTO

Health, dental, and vision insurance

401(k) options

Paid parental leave

Surface Pro + home office setup

Resumo da oferta

A financial advisory firm in St. Louis is seeking a disciplined Client Service Associate to support advisor operations and improve client service. This full-time position offers competitive salary ranging from $65,000 to $73,000 DOE and includes generous benefits. Responsibilities include ensuring smooth office operations, managing client accounts, and providing excellent service. Candidates should possess customer service experience, good organizational skills, and familiarity with financial services platforms.

Qualificações

• Previous experience in a client service role within the financial services industry preferred.
• Knowledge of Schwab, Fidelity, and Pershing preferred.
• Excellent organizational and time-management skills.
• Exceptional interpersonal and communication skills.
• Detail-oriented with a commitment to accuracy.

Responsabilidades

• Provide efficient and timely customer service to clients.
• Assist with office activities and manage client records.
• Support daily office operations, ensuring readiness and organization.
• Represent the firm professionally inside and outside the office.

Conhecimentos

Customer service experience

Time-management

Interpersonal skills

Organizational skills

Attention to detail

Ferramentas

Salesforce

Schwab

Fidelity

Pershing

Descrição da oferta de emprego

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 values ownership, consistency, and continuous learning? The Client Service Associate role 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 support both advisor operations and the day-to-day functionality of our St. Louis office.

Job Type

Full-time

Client Service Associate Overview

As a Client Service Associate, you will collaborate closely with Financial Advisors to deliver operational support, improve efficiencies within their practices, and serve as a key point of connection for clients. In addition, you will help ensure the office operates smoothly by supporting daily office readiness, coordination, and organization—creating a professional, welcoming environment for advisors, clients, and visitors.

RFG supports the growth and development of our Associates. All new hires in this position are paired with a mentor and participate in a 6–8 week onboarding and training program to learn our systems, processes, and service standards. Securities licensing discounts and/or reimbursements are available in this role.

Client Service 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.
• Assist with the collection of data from prospective client.
• 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.
• Schedule client meetings and client events.
• 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.

Office Management & Facilities Support (STL Office)

• Serve as the primary point of contact for day-to-day operations of the St. Louis office.
• Open, maintain, and secure the office to ensure a professional, welcoming environment for advisors, clients, and guests.
• Oversee kitchen, lobby, and common areas to ensure cleanliness, organization, and readiness throughout the day.
• Manage incoming and outgoing mail, including processing and documenting check deposits in coordination with internal teams.
• Monitor and replenish office, kitchen, and lobby supplies; place routine supply and beverage orders with approved vendors.
• Proactively identify facilities, supply, or operational needs and coordinate timely resolution.
• Support office readiness for meetings, events, and visiting advisors or clients.

Benefits & Perks

• Competitive salary
• Generous PTO, paid holidays, and charitable service day
• Health, dental, and vision with RFG stipend; FSA/HSA options
• Pet insurance
• 401(k) with Safe Harbor contribution
• Paid parental leave; STD/LTD; life insurance
• Surface Pro + home office setup

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

Qualifications

• Previous experience in a client service role within the financial services industry is preferred.
• Knowledge of Schwab, Fidelity, and Pershing is preferred.
• Excellent organizational and time-management skills.
• Exceptional interpersonal and communication skills.
• Detail-oriented with a commitment to accuracy in all aspects of work.

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.

This is a full-time position. Days and hours of work are Monday through Friday, 8:00- 4:30 pm. Occasional evening and weekend work may be required as job duties demand.

Salary Description

$65,000-$73,000 DOE