Wealth Client Services Associate - Operations Partner

RFG Advisory; Birmingham (AL); On-site; USD 65,000 - 72,000; Full time

Benefits offered by this job

Health, dental, vision insurance

Generous PTO

401(k) with Safe Harbor contribution

Paid parental leave

Continuing education support

Job summary

RFG Advisory in Birmingham, Alabama is seeking a Client Service Associate to support Advisors and enhance the client experience. You'll manage daily operational tasks, ensuring all aspects of client interactions are seamless and effective.

The ideal candidate has 3-5 years of experience in client service within professional services, excellent communication and organizational skills, and is proficient with Salesforce and Microsoft Office. Join a team focused on growth and innovation!

Qualifications

• 3-5 years of experience in a client service role in a professional services environment.
• Experience with Schwab, Fidelity and Pershing.
• Willingness to learn firm tech systems.

Responsibilities

• Respond to client questions and resolve issues.
• Prepare financial documents and meeting materials.
• Ensure internal systems are accurate and up to date.

Skills

Client service experience

Attention to detail

Communication skills

Organizational skills

Proactive problem solving

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

Microsoft Office Suite

eMoney or Orion

Job description

RFG Advisory in Birmingham, Alabama is seeking a Client Service Associate to support Advisors and enhance the client experience. You'll manage daily operational tasks, ensuring all aspects of client interactions are seamless and effective.

The ideal candidate has 3-5 years of experience in client service within professional services, excellent communication and organizational skills, and is proficient with Salesforce and Microsoft Office. Join a team focused on growth and innovation!