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

You don’t just complete tasks—you look for ways to improve them.

• 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
  
  

Company

RFG Advisory is a platform for growth-minded Independent Advisors who want to scale without compromise. We're building the RIA of the Future-powered by innovation, collaboration, and execution.

We take care of each other first. We show up with servant hearts and growth mindsets. We lead boldly, iterate to excellence, and commit to getting 1% better every day.

If you're energized by precision, structure, and being the person who makes it all happen-we'd love to meet you.

www.RFGadvisory.com/awards

Benefits And Compensation

We invest in your success from day one.

• 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