Client Service & Office Operations Specialist

RFG Advisory; St. Louis (MO); On-site; USD 65,000 - 73,000; Full time

Benefits offered by this job

Competitive salary

Generous PTO

Health, dental, and vision insurance

401(k) options

Paid parental leave

Surface Pro + home office setup

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Customer service experience

Time-management

Interpersonal skills

Organizational skills

Attention to detail

Tools

Salesforce

Schwab

Fidelity

Pershing

Job description

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.