Introducing ClickONE: A unified, AI-powered operating system designed to reduce the "swivel-chair" of disconnected systems.
The future of wealth management is being built right now. At RFG Advisory, you have the opportunity to be part of it.
Your work helps us build a better model for Independent Advisors, one that creates more time for clients, removes friction from their businesses, and gives them more room to grow.
We’re a team of A-Players who care deeply about the work we do, the people we do it with, and the Advisors we serve.
The results speak for themselves.
And we’re just getting started.
“FIND YOUR PURPOSE. SURROUND YOURSELF WITH A-PLAYERS. GO ALL-IN. BUILD SOMETHING BIGGER THAN YOURSELF.” – SHANNON SPOTSWOOD, CEO
Do Work You’re Excited About. With People You Want to Work With.
You should feel challenged by your work, appreciated for what you bring, and energized by the people around you. At RFG, you’ll have the opportunity to take ownership, make an impact, and grow alongside a team with big ambitions.
We’re building something special at RFG. Our team is fueled by passion, enthusiasm, and grit. We challenge each other, practice radical candor, learn from our mistakes, and iterate to excellence.
Look left, look right. There’s a force multiplier.
We work hard, we care deeply, and we love big.
If that sounds like the kind of team you want to be part of, 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
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
