Client Service Associate - Wealth Management

RFG Advisory • Phoenix, AZ

7d • $65,000 - $72,000 • Remote

About The Position

Build trust, create clarity, and strengthen the Advisor-client experience. The Client Service Associate sits at the center of the Advisor's practice, connecting people, processes, and systems to deliver a seamless client journey. This role is equal parts relationship builder and operational expert, bringing order, confidence, and consistency to every interaction.

Requirements

• 3-5 years of client service experience in a professional services environment, preferably wealth management
• Hands-on experience with custodial platforms: Schwab, Fidelity, and Pershing
• CRM proficiency required; Salesforce strongly preferred
• Microsoft Office Suite
• Strong written and verbal communication skills
• Superior organization and attention to detail
• High standards of accuracy and task follow-through
• Proactive, self-starting mindset with the ability to anticipate needs before they surface
• Effective time management and ability to prioritize across competing demands
• Collaborative relationship builder who takes pride in team outcomes
• Commitment to professional ethics and regulatory standards
• Bachelor's degree in a related field, or equivalent professional experience

Nice To Haves

• Prior use of eMoney or Orion is a plus
• Series 7 and/or Series 65 licenses preferred
• Familiarity with financial planning platforms such as eMoney or Orion
• Proficiency with AI tools such as Claude, ChatGPT, or Microsoft Copilot; actively uses them to improve productivity, communication, and workflow efficiency

Responsibilities

• Respond to client questions, resolve issues, and guide them through account updates and portals.
• Deliver timely, thoughtful service that builds trust with every interaction.
• Represent the firm professionally in all client-facing communications, internally and externally.
• Prepare financial documents, meeting materials, and organized information for new and prospective clients.
• Schedule meetings and coordinate events that keep the practice running smoothly.
• Partner closely with Advisors to translate strategy into execution on a daily basis.
• Open and maintain client accounts across custodial platforms including Schwab, Fidelity, and Pershing.
• Ensure Salesforce and internal systems are accurate and consistently up to date.
• Manage documentation and records in line with compliance standards.
• Draft polished emails and client communications on behalf of the practice.
• Support administrative workflows and day-to-day office coordination.
• Identify opportunities to improve how the practice operates and bring actionable ideas forward.

Benefits

• Competitive salary + bonus pool
• Generous PTO, holidays, and a Charitable Service Day
• Health, dental, vision insurance + RFG Advisory stipend
• Flexible Spending Account (Health and Dependent Care) + HSA for applicable coverage
• 401(k) with Safe Harbor contribution
• Paid parental leave, short- and long-term disability, life insurance
• Surface Pro + home office setup
• Pet Insurance
• Continuing education and professional development support

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level