Help Independent Advisors Unlock Their Career Potential

Do you run at a faster-than-average pace? Are you looking for a task-oriented role that requires high standards of quality and accuracy? Do you thrive in an environment that values ownership, consistency, and continuous learning? The Client Service Associate role at RFG Advisory may be a fit for your next career opportunity.

RFG Advisory is committed to providing comprehensive support to our independent financial advisors, enabling them to create a refined client experience and unleash their growth potential. We are currently seeking a disciplined and conscientious Client Service Associate to support both advisor operations and the day-to-day functionality of our St. Louis office.

As a Client Service Associate, you will collaborate closely with Financial Advisors to deliver operational support, improve efficiencies within their practices, and serve as a key point of connection for clients. In addition, you will help ensure the office operates smoothly by supporting daily office readiness, coordination, and organization—creating a professional, welcoming environment for advisors, clients, and visitors.

RFG supports the growth and development of our Associates. All new hires in this position are paired with a mentor and participate in a 6–8 week onboarding and training program to learn our systems, processes, and service standards. Securities licensing discounts and/or reimbursements are available in this role.

Client Service 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.
• Assist with the collection of data from prospective client.
• 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.
• Schedule client meetings and client events.
• 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. 

Office Management & Facilities Support (STL Office)

• Serve as the primary point of contact for day-to-day operations of the St. Louis office.
• Open, maintain, and secure the office to ensure a professional, welcoming environment for advisors, clients, and guests.
• Oversee kitchen, lobby, and common areas to ensure cleanliness, organization, and readiness throughout the day.
• Manage incoming and outgoing mail, including processing and documenting check deposits in coordination with internal teams.
• Monitor and replenish office, kitchen, and lobby supplies; place routine supply and beverage orders with approved vendors.
• Proactively identify facilities, supply, or operational needs and coordinate timely resolution.
• Support office readiness for meetings, events, and visiting advisors or clients.