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If you want to be a part of building something special, we’d love to meet you!
Our partner, BrightLife Wealth, is seeking a polished, professional, and enthusiastic Client Service Associate to join their growing team! More than just an administrative role, this person will seek to create operational efficiencies within the independent financial practice. This is a critical role that blends exceptional client service with operational excellence. The ideal candidate is a warm, engaging self-starter with strong attention to detail, a positive attitude, and a commitment to delivering white-glove service to our clients. The position also 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. This is a full-time, in-office position with the potential for hybrid work up to two days per week based on the needs of the firm.
Responsibilities
Client Experience & Service:
Administrative & Office Management:
Team Support:
BrightLife Wealth is a boutique wealth planning firm based in Hoover, Alabama, committed to helping individuals and families live their brightest lives. We believe money is a tool—and with thoughtful planning and strong relationships, it can create confidence, freedom, and peace of mind.
Our team works closely with clients as trusted partners, delivering personalized support, clear communication, and exceptional service at every stage of their financial journey. As a Client Service Associate at BrightLife Wealth, you’ll play a critical role in creating a seamless, welcoming experience for our clients and supporting a team that values integrity, collaboration, and care.
BrightLife Wealth works in partnership with RFG Advisory, LLC, a registered investment advisor, allowing us to operate within a strong advisory and compliance framework while focusing on high‑touch client service.
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.
All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.
Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
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The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.
Insurance products and services are offered through a number of insurance providers, including RFG Solutions LLC, an affiliated company of RFG Advisory.
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