Wealth Client Services Associate - Operations Partner
Job in
Birmingham, Jefferson County, Alabama, 35275, USA
Listed on 2026-06-14
Listing for:
RFG Advisory
Full Time
position Listed on 2026-06-14
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager, Customer Service Rep, Customer Success Mgr./ CSM
Job Description & How to Apply Below
RFG Advisory in Birmingham, Alabama is seeking a Client Service Associate to support Advisors and enhance the client experience. You'll manage daily operational tasks, ensuring all aspects of client interactions are seamless and effective.
The ideal candidate has 3-5 years of experience in client service within professional services, excellent communication and organizational skills, and is proficient with Salesforce and Microsoft Office. Join a team focused on growth and innovation!
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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