Regional Client Service Manager

at  RFG Advisory LLC

ARE YOU AN EXPERIENCED LEADER IN THE FINANCIAL SERVICES INDUSTRY WITH A PASSION FOR MENTORING AND DEVELOPING TEAMS? DO YOU THRIVE IN DYNAMIC ENVIRONMENTS AND LOVE STREAMLINING PROCESSES TO MAKE THINGS RUN MORE SMOOTHLY?

We’re seeking a driven professional with a strong background working in support of financial advisors and a proven track record of leading teams to success. In this role, you’ll play a pivotal part in shaping the future of our client service team by coaching, mentoring, and driving operational excellence. If you’re ready to bring your organizational skills, creativity, and collaborative spirit to a fast-paced, ever-changing workplace, this is the perfect opportunity for you!
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. The Regional Client Service Manager oversees the coordination and training of Client Service Associates in our RFG Assist program. Collaborating with our team of A-players, you will focus on creating valuable experiences for our Advisors to drive retention and organic growth while encouraging the adoption of our full platform in each Advisor’s practice.

ABOUT US:

RFG Advisory is an innovator in the wealth-management industry. Recognized by Forbes/Shook Research as a Top 100 RIA in America, by Investment News as a 2021, 2022 and 2024 Best Places to Work for Financial Advisers, and by Wealth Management.com as Top Non-Custodial RIA Support Platform of the Year in 2022, our team of A-players have a servant heart and a warrior mindset. Our success is driven by a team of professionals from a diverse spectrum of industries who work together to foster independence of Financial Advisors across the country. Disclosure: www.rfgadvisory.com/awards
This is a great opportunity to be a part of a growing team in a fast-paced and changing industry. Our most recent Net Promoter Score among our corporate team is a 93 with 100% participation and with our Advisor NPS is a 85 versus industry average of a 44. Our team members consistently comment about our culture, teamwork, support of leadership and executive team and the collaboration that happens amongst our functional teams. So, if you are looking for a fun group of people to work with in an ever changing, never a dull moment organization, please apply!
Requirements:

QUALIFICATIONS:

• Bachelor’s degree or work experience equivalent.
• Minimum of 5 years of experience in the financial services industry serving as an Advisor Assistant or similar role.
• Experience with Orion and major custodial back-office platforms preferred (Schwab, Fidelity and Pershing).
• Proven experience in developing and leading teams
• Strong history of mentoring, coaching, and team development
• Knowledge of CRM systems required (Salesforce a plus)
• Technologically savvy with a passion for learning new programs and improving processes
• Ability to collaborate effectively in a small-team environment and work independently
• Excellent verbal and written communication skills
• Patience when providing guidance to less-skilled computer users
• Highly organized and detail-oriented
• Creative problem-solving skills with a focus on operational improvement
• Thrives in a fast-paced, ever-changing work environment

• Lead and supervise the client service team, fostering a culture of collaboration and high performance while ensuring administrative needs are met for advisors.
• Ensure the delivery of high-quality service by the team, addressing any service issues and implementing corrective actions as needed.
• Take charge of resolving complex advisor inquiries, ensuring timely and effective solutions.
• Lead efforts to identify and implement process improvements within the team to enhance operational efficiency and client satisfaction.
• Work closely with operations teams to align service strategies and facilitate smooth client interactions.
• Gather advisor feedback to assess service effectiveness and guide team training and improvement efforts.