Wealth Management: Client Experience Specialist (Hybrid)

RFG Advisory; Hoover (AL); Hybrid; USD 55,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits package

Collaborative work environment

Job summary

BrightLife Wealth is actively seeking a Client Service Associate to become a part of their team in Hoover, Alabama. This full-time position emphasizes exceptional client service, operational efficiencies, and requires strong communication and organizational skills. The ideal candidate should have over three years of relevant experience in client service or office operations, preferably in financial services. A supportive work environment, competitive salary of $55,000–$60,000, and comprehensive benefits are offered, including PTO and health coverage.

Qualifications

• 3+ years in client service, administrative, or office operations.
• Experience in financial services preferred.
• SIE certification is a plus.

Responsibilities

• Serve as first point of contact for all client interactions.
• Maintain digital client files with precision.
• Support advisor with daily tasks and strategic initiatives.

Skills

Client service

Organizational skills

Interpersonal communication

Attention to detail

Tools

Microsoft Office

CRM systems (Redtail, Salesforce)

Job description

BrightLife Wealth is actively seeking a Client Service Associate to become a part of their team in Hoover, Alabama. This full-time position emphasizes exceptional client service, operational efficiencies, and requires strong communication and organizational skills. The ideal candidate should have over three years of relevant experience in client service or office operations, preferably in financial services. A supportive work environment, competitive salary of $55,000–$60,000, and comprehensive benefits are offered, including PTO and health coverage.