Help Independent Advisors Unlock Their Career Potential

Build trust. Improve systems. Make every client interaction count.

At RFG Advisory, we help independent financial advisors deliver exceptional client experiences—and we’re looking for a Client Service Associate who cares deeply about getting the details right and making things better over time.

This role is ideal for someone who combines empathy for clients with a natural instinct to streamline processes, leverage technology, and operate with precision in a highly regulated environment.

What You’ll Do

You’ll partner closely with Financial Advisors to deliver a seamless, high-quality client experience while strengthening the operational backbone of their practice.

Client Experience & Relationship Support

• Serve as a primary point of contact for client service needs—handling requests with care, urgency, and professionalism
• Guide clients through account updates, portal access, and general inquiries with clarity and empathy
• Build trust through consistent follow-through and thoughtful communication

Operations & Process Excellence

• Open and maintain client accounts across custodial platforms with accuracy and attention to detail
• Prepare documentation and materials for client meetings
• Identify inefficiencies and proactively suggest improvements to workflows and systems
• Maintain clean, accurate data in Salesforce and related systems

Coordination & Execution

• Schedule meetings, manage calendars, and support client events
• Draft polished client communications and handle administrative workflows
• Support data gathering for new client onboarding

Compliance & Standards

• Follow established compliance and operational procedures with rigor
• Maintain accurate records and documentation aligned with regulatory requirements
• Operate with a high level of integrity, discretion, and professionalism 

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.

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.

This is a full-time position. 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.