Client Service Associate - Wealth Management

RFG Advisory•Hoover, AL

8h•Hybrid

About The Position

Our partner, BrightLife Wealth, is seeking a polished, professional, and enthusiastic Client Service Associate to join their growing team! More than just an administrative role, this person will seek to create operational efficiencies within the independent financial practice. This is a critical role that blends exceptional client service with operational excellence. The ideal candidate is a warm, engaging self-starter with strong attention to detail, a positive attitude, and a commitment to delivering white-glove service to our clients. The position also requires attention to detail, excellent communication skills and strong organizational ability. In this role, you will connect with clients and develop relationships as they navigate wealth management. This is a full-time, in-office position with the potential for hybrid work up to two days per week based on the needs of the firm. BrightLife Wealth is a boutique wealth planning firm based in Hoover, Alabama, committed to helping individuals and families live their brightest lives. We believe money is a tool—and with thoughtful planning and strong relationships, it can create confidence, freedom, and peace of mind. Our team works closely with clients as trusted partners, delivering personalized support, clear communication, and exceptional service at every stage of their financial journey. As a Client Service Associate at BrightLife Wealth, you’ll play a critical role in creating a seamless, welcoming experience for our clients and supporting a team that values integrity, collaboration, and care. BrightLife Wealth works in partnership with RFG Advisory, LLC, a registered investment advisor, allowing us to operate within a strong advisory and compliance framework while focusing on high‑touch client service.

Requirements

3+ years of experience in a client service, administrative, or office operations role
Proficient with Microsoft Office and CRM systems (Redtail, Salesforce, or similar platforms)
Excellent organizational and multitasking abilities
Exceptional interpersonal and communication skills, both written and verbal
Strong attention to detail and a high level of accuracy
Warm, professional demeanor with a proactive and collaborative approach
Strong work ethic and ability to work independently with minimal supervision
Ability to lift files, open filing cabinets and bend or stand as necessary

Nice To Haves

Prior experience in a financial services or wealth management office strongly preferred. Mortgage, banking, or insurance experience will also be considered.
SIE (Securities Industry Essentials) certification is a plus

Responsibilities

Serve as the first point of contact for all client interactions — in person, over the phone, and via email
Provide white-glove service to clients upon arrival and throughout their experience
Answer and manage all incoming calls with professionalism and warmth
Assist with scheduling client meetings and managing appointment calendars
Support client events by attending, preparing materials, and handling logistics
Maintain and manage digital client files with precision and confidentiality
Process new account paperwork and service-related documentation
Coordinate internal tasks and workflows to ensure timely completion of client service items
Delegate managerial and administrative tasks effectively across the office
Manage the day-to-day operations of the office to ensure it runs smoothly
Support advisor and paraplanner with daily tasks and strategic initiatives
Set and track team tasks to promote efficiency and accountability
Serve as the office liason to ensure communication and priorities are aligned across team members