Client Service Associate - Wealth Management

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.

Location: Remote, supporting Eastern Time Zone

What You'll Do

Client Relationship Support

• 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.

Advisor Enablement

• 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.

Account Operations & Data Integrity

• 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.

Administrative & Office Coordination

• 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.

Experience

• 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
• Prior use of eMoney or Orion is a plus
• Series 7 and/or Series 65 licenses preferred

Skills & Competencies

• 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

Technology & Tools

• CRM proficiency required; Salesforce strongly preferred
• Microsoft Office Suite
• 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

Education

• Bachelor's degree in a related field, or equivalent professional experience

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

This hiring process may include the use of automated tools to assist with resume review. All hiring decisions are ultimately made by qualified human reviewers. For more information about our hiring practices, data use, and accommodation request procedures, please review our Privacy Policy. We are an Equal Opportunity Employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, genetic information, or any other status protected by applicable law. We will provide reasonable accommodations for qualified individuals with disabilities during the application and hiring process. 

Salary: $65,000-$72,000

• 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