Introducing ClickONE: A unified, AI-powered operating system designed to reduce the "swivel-chair" of disconnected systems.
Join our team of A-Players to shape a brighter future for growth-minded Advisors.
If you’re an Advisor seeking a new career opportunity, click here to schedule a meeting.
There’s never been a more exciting time to work in wealth management – and RFG Advisory is at the forefront of the industry.
We are building the #RIA of the Future to serve Independent Advisors. Our award-winning support platform empowers Advisors to deepen their 1-1 client relationships, attract new prospects, and grow organically by 5x compared to the industry average.
“IF SOMEONE OFFERS YOU A SEAT ON A ROCKET SHIP, YOU DON’T ASK ‘AISLE OR WINDOW’ – YOU JUST CLIMB ON BOARD.” – RICK WEDELL, CIO
You should be excited to go to work. You should love who you work with. You should be inspired by the mission. You should feel challenged, appreciated, and energized.
We are committed to building an inspirational workplace that puts our team first so we can wake up every morning to CRUSH IT for our clients.
We are building a team of A-players only. Ours is a mission fueled by passion, enthusiasm, and grit. We like to say, “Look left, look right – there’s a force multiplier.” We make mistakes, we practice radical candor, we iterate to excellence, we love big.
If you want to be a part of building something special, we’d love to meet you!
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: Poughkeepsie, New York onsite
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 preferred
● Hands-on experience with custodial platforms: Fidelity preferred
● Series 7 and/or Series 65 licenses preferred, but not required
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; Salesforce preferred
● Microsoft Office Suite
● 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 preferred, but not required
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.
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: $60,000 - $75,000
