Client Service Associate - Wealth Management

At RFG Advisory, we help independent financial advisors deliver exceptional client experiences—and we’re looking for a Client Service Associate who cares deeply about getting the details right and making things better over time. 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. Location: Creve Coeur, MO Schedule: This is a full‑time in‑office position. Days and hours of work are Monday through Friday, 8:00-4:30 pm. What You’ll Do Client Experience & Relationship Support 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 Operations & Process Excellence 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 Coordination & Execution Schedule meetings, manage calendars, and support client events Draft polished client communications and handle administrative workflows Support data gathering for new client onboarding Compliance & Standards 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 Office Management & Facilities Support (STL Office) 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. 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 Series 7 and/or 65 licenses preferred (or willingness to obtain) Core Competencies / What Makes You a Strong Fit 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 We invest in your success from day one. Benefits And Compensation 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 Salary: $65,000-$72,000 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 #J-18808-Ljbffr RFG Advisory