What are the responsibilities and job description for the Client Service Associate- Wealth Management position at RFG Advisory?
Job Type
Full-time
Description
RFG Advisory is seeking an energetic, diligent and innovative individual to join as a Client Service Associate. More than just an administrative role, this person will seek to create operational efficiencies within the independent financial practice. The ideal candidate for this role 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 connect with clients and develop relationships as they navigate wealth management.
Location :
This is a full-time hybrid position in Shreveport, LA. We offer a hybrid schedule 3 days in-office, 2 days remote. 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.
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 :
Requirements
Qualifications :
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.
Salary Description
70,000-$75,000 DOE
Salary : $70,000 - $75,000
