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Client Service Associate
RFG Advisory St. Louis, MO
$51k-66k (estimate)
Full Time | Business Services 8 Months Ago
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RFG Advisory is Hiring a Client Service Associate Near St. Louis, MO

Client Service Associate

RFG Advisory is a growing Financial firm seeking an experienced service associate to join our growing team! The ideal candidate is highly motivated and enjoys working in a fast-paced office environment with a willingness to learn and grow as part of a financial team. Position requires attention to detail, excellent communication skills and strong organizational ability.

In this role, you will have the opportunity to work alongside multiple Independent Financial Advisors in our practice. You will connect with clients and develop relationships as they navigate wealth management and financial planning.

RFG Advisory is a disruptor in the industry. In 2019, we began a program which is now called RFG Assist. We source and hire A-player talent and then lease them to our Independent Advisors in a fractional allocation. This is a win for our Advisors because it makes a high-caliber assistant affordable for them. We also find that by working for 3-5 Advisors, there is an organic evolution of ideas and best practices. Our RFG Assist team works together to collaborate on a daily basis in offices across the country.

Responsibilities:

  • Provide efficient and timely customer service to clients.
  • Client Care which includes: phone calls, customizing client portals, general client questions and working with clients to resolve issues.
  • Attend prospective client meetings to assist with data gathering.
  • Prepare financial documents including preparation for client meetings.
  • Open and maintain client account records across various custodial platforms
  • Assist with office activities including drafting professional emails and letters, filing, and mailings.
  • Manage appointments and other administrative responsibilities.
  • Maintain accurate client information in Salesforce and other programs as directed.
  • Understand policies and maintain records required by compliance.
  • Other practice management tasks as needed.
  • Represent the firm professionally both inside and outside the office.

Behavioral Attributes:

  • Develops and maintains positive working relationships with others.
  • Actively shares ideas and information on firm roles, responsibilities and systems.
  • Completes action items in a timely manner.
  • Maintains a high level of customer service and is passionate about meeting and assisting clients.
  • Takes pride in the achievement of team objectives.
  • Manages time effectively.
  • Keeps pace with changes and acquires knowledge/skills to further personal, professional, and team capability.
  • Consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

Qualifications:

  • Strong financial services experience required.
  • Superior organization skills and attention to detail
  • Must have the willingness to learn firm tech systems and implement them into the advisor's practice
  • Ability to multi-task, prioritize effectively and be a self-starter
  • Strong written and oral communication skills
  • Experience in Microsoft Office Suite. Experience with Salesforce is a plus.
  • Series 7 and/or 65 licenses preferred.

Benefits:

  • Health, Dental, Vision Insurance with company stipend
  • 401k with non-elective safe harbor
  • Medical and Dependent Care FSA
  • Company-sponsored Long- and Short-term disability and life insurance
  • 11-13 paid holidays per year
  • Paid Time Off- prorated up to 3 weeks in the first year
  • Charitable workday
  • Voluntary ancillary benefits including; Life Insurance, Accident, Cancer and Critical Care coverage for you and your dependents

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.

This is a full-time position. Days and hours of work are Monday through Friday, 8:00- 4:30 pm. Occasional evening and weekend work may be required as job duties demand.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Business Services

SALARY

$51k-66k (estimate)

POST DATE

07/10/2022

EXPIRATION DATE

06/01/2023

WEBSITE

rfgadvisory.com

HEADQUARTERS

ALEXANDER CITY, AL

SIZE

50 - 100

FOUNDED

2003

TYPE

Private

CEO

KAREN S JENNINGS

REVENUE

<$5M

INDUSTRY

Business Services

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The job skills required for Client Service Associate include Client Service, Customer Service, Written Communication, Teamwork, Microsoft Office, Planning, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Associate. Select any job title you are interested in and start to search job requirements.

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If you are interested in becoming a Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Associate for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Service Associate job description and responsibilities

Maintain an updated knowledge of the organization's products, services, and customer service policies.

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Provided daily financial transaction services for clients while delivering excellent customer care.

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Understand Clients' business to predict their needs and provide appropriate solutions.

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Processes and follows up on client documentation for proper maintenance of accounts.

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Registered Client Service Associates (CSAs) help to shape the future of service by modernizing the client experience through an elevated standard of care.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Service Associate jobs

Client Service Associates may also handle client complaints and provide resolutions.

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Develop an ability to communicate effectively with clients, managers and other associates.

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May deliver exceptional customer experience while uncovering product or service needs for referral opportunities.

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Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.

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Step 3: View the best colleges and universities for Client Service Associate.

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