Client Service Associate - Wealth Management

Our partner, BrightLife Wealth, is seeking a polished, professional, and enthusiastic Client Service Associate to join their growing team! More than just an administrative role, this person will seek to create operational efficiencies within the independent financial practice. This is a critical role that blends exceptional client service with operational excellence. The ideal candidate is a warm, engaging self-starter with strong attention to detail, a positive attitude, and a commitment to delivering white-glove service to our clients. The position also requires attention to detail, excellent communication skills and strong organizational ability.In this role, you will connect with clients and develop relationships as they navigate wealth management. This is a full-time, in-office position with the potential for hybrid work up to two days per week based on the needs of the firm.ResponsibilitiesClient Experience & Service:Serve as the first point of contact for all client interactions — in person, over the phone, and via emailProvide white-glove service to clients upon arrival and throughout their experienceAnswer and manage all incoming calls with professionalism and warmthAssist with scheduling client meetings and managing appointment calendarsSupport client events by attending, preparing materials, and handling logisticsAdministrative & Office ManagementMaintain and manage digital client files with precision and confidentialityProcess new account paperwork and service-related documentationCoordinate internal tasks and workflows to ensure timely completion of client service itemsDelegate managerial and administrative tasks effectively across the officeManage the day-to-day operations of the office to ensure it runs smoothlyTeam SupportSupport advisor and paraplanner with daily tasks and strategic initiativesSet and track team tasks to promote efficiency and accountabilityServe as the office liason to ensure communication and priorities are aligned across team membersCompanyBrightLife Wealth is a boutique wealth planning firm based in Hoover, Alabama, committed to helping individuals and families live their brightest lives. We believe money is a tool—and with thoughtful planning and strong relationships, it can create confidence, freedom, and peace of mind.Our team works closely with clients as trusted partners, delivering personalized support, clear communication, and exceptional service at every stage of their financial journey. As a Client Service Associate at BrightLife Wealth, you’ll play a critical role in creating a seamless, welcoming experience for our clients and supporting a team that values integrity, collaboration, and care.BrightLife Wealth works in partnership with RFG Advisory, LLC, a registered investment advisor, allowing us to operate within a strong advisory and compliance framework while focusing on high‑touch client service.Requirements3+ years of experience in a client service, administrative, or office operations rolePrior experience in a financial services or wealth management office strongly preferred. Mortgage, banking, or insurance experience will also be considered. SIE (Securities Industry Essentials) certification is a plusProficient with Microsoft Office and CRM systems (Redtail, Salesforce, or similar platforms)This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. 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.Core CompetenciesExcellent organizational and multitasking abilitiesExceptional interpersonal and communication skills, both written and verbalStrong attention to detail and a high level of accuracyWarm, professional demeanor with a proactive and collaborative approachStrong work ethic and ability to work independently with minimal supervisionBenefits And CompensationCompetitive salary range of $55,000-$60,000, depending on experienceComprehensive benefits package to include PTO, group health, and paid holidaysA supportive and collaborative work environment