Client Service Associate - Wealth Management

RFG Advisory•Creve Coeur, MO

2d•Onsite

About The Position

RFG Advisory is seeking a Client Service Associate to partner closely with Financial Advisors to deliver a seamless, high-quality client experience while strengthening the operational backbone of their practice. This role is ideal for someone who combines empathy for clients with a natural instinct to streamline processes, leverage technology, and operate with precision in a highly regulated environment. The position involves building trust, improving systems, and ensuring every client interaction counts. RFG Advisory is a platform for growth-minded Independent Advisors who want to scale without compromise, building the RIA of the Future powered by innovation, collaboration, and execution.

Requirements

Experience in financial services (wealth management preferred)
Exposure to multi-custodial environments is a plus
Familiarity with CRM systems (Salesforce preferred) and Microsoft Office
Strong written and verbal communication skills
Client-first mindset – You naturally anticipate needs and respond with care and professionalism
Tech-savvy and adaptable – You learn new systems quickly and enjoy using technology to improve efficiency
Process-oriented – You value structure, consistency, and doing things the right way every time
Detail-driven – Accuracy matters to you, especially in high-stakes financial environments
Continuous learner – You’re open to feedback and eager to build new skills
Strong follow-through – You reliably close loops and keep things moving

Nice To Haves

Series 7 and/or 65 licenses preferred (or willingness to obtain)

Responsibilities

Serve as a primary point of contact for client service needs—handling requests with care, urgency, and professionalism
Guide clients through account updates, portal access, and general inquiries with clarity and empathy
Build trust through consistent follow-through and thoughtful communication
Open and maintain client accounts across custodial platforms with accuracy and attention to detail
Prepare documentation and materials for client meetings
Identify inefficiencies and proactively suggest improvements to workflows and systems
Maintain clean, accurate data in Salesforce and related systems
Schedule meetings, manage calendars, and support client events
Draft polished client communications and handle administrative workflows
Support data gathering for new client onboarding
Follow established compliance and operational procedures with rigor
Maintain accurate records and documentation aligned with regulatory requirements
Operate with a high level of integrity, discretion, and professionalism
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

Structured 6–8 week onboarding with a dedicated mentor
Ongoing training in systems, operations, and client service best practices
Support for securities licensing (discounts/reimbursements available)
Opportunities to expand responsibilities and optimize advisor practices
Competitive Salary
Generous PTO
Company Holidays
Charitable Workday
Health, Dental and Vision Insurance with company stipend
401(k) + Safe Harbor contribution
Company-sponsored Short-term and Long-term Disability + Life Insurance
Voluntary Life Insurance, Accident, Cancer and Critical Care coverage for you and your dependents
Dependent Care FSA, Medical FSA and HSA with qualifying medical plans
Parental Leave