Client Service Associate

2 weeks ago

Wilmington, United States RiversEdge Advisors LLC Full time
RiversEdge Advisors is a financial planning firm in Wilmington, DE and we are seeking a Client Service Associate to join our team to support our continued growth and to help manage existing client relationships. Find out more about us at our website: riversedgeadvisors.com

Responsibilities include:
  • Provide client relationship support by managing/gathering/analyzing client data, helping to prepare preliminary financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed
  • Communicate with clients over the phone, via email and in person to help with service requests and problem-solve across a wide variety of account types
  • Attend and document client meetings and follow-up on meeting action items
  • Manage all administrative aspects of client implementation and retention, ensuring the client is receiving and returning the right paperwork for their proposed plans
  • Manage the implementation of all client insurance and investment accounts
  • Research products being written to ensure we are meeting application requirements
  • Collaborate with Advisors, communicating progress and any potential problems for awareness and/or resolution
  • Support client relationships by maintaining the CRM and responding to client requests in a professional manner continually aspiring to deliver excellent client service
  • Work with Advisors in preparation of client financial plans using financial planning software (eMoney)
  • Assist Advisor with analyzing information and evaluate results to help choose the best solutions and solve problems
  • Maintain all client files per compliance and company standards

Other:
  • Manage, or participate, in other projects as assigned
  • Recommend changes for organizational and process improvement
  • Maintain an all hands-on-deck mentality to support the growth of the organization
  • Recommend changes for organizational and process improvement

Position Requirements:
  • Bachelor's degree; preferably in business
  • 3+ years of experience in a similar client focused role
  • Must have or obtain appropriate investment licenses (within 90 days of hire)
  • Excellent written and verbal communication
  • Strong organizational, analytical, and interpersonal skills
  • Excellent client service communication
  • Desire to work in a team environment and be a team player
  • Familiarity with our current systems is a plus, but not required: RedTail, eMoney, Riskalyze, Schwab, Orion
  • Must be a self-starter and a problem solver
  • Strong attention to detail

Benefits:
  • The salary range for this position will be competitive with the market depending on experience and credentials
  • Multiple healthcare options
  • Dental and vision options
  • 401(k) Profit Sharing Plan
  • Firm paid parking
  • Paid time off program
  • Personal and bereavement leave
  • Upbeat and lively working environment

Other:
  • A background and credit check will be required
  • We are an Equal Opportunity Employer

  • Client Services Associate

    1 day ago

    Wilmington, United States International Search Consultants Full time

    Client Service AssociateWilmington, DEAbout the Company:Our client is a distinguished global investment firm specializing in customized investment management and advisory services for Ultra-High Net Worth clients. Recognized for excellence, they are seeking a highly skilled and detail-oriented Client Service Associate to join our centralized team at the...

  • Client Services Associate

    4 weeks ago

    Wilmington, United States International Search Consultants Full time

    Client Service AssociateWilmington, DEAbout the Company:Our client is a distinguished global investment firm specializing in customized investment management and advisory services for Ultra-High Net Worth clients. Recognized for excellence, they are seeking a highly skilled and detail-oriented Client Service Associate to join our centralized team at the...

  • Client Services Associate

    4 weeks ago

    Wilmington, United States International Search Consultants Full time

    Client Service AssociateWilmington, DEAbout the Company:Our client is a distinguished global investment firm specializing in customized investment management and advisory services for Ultra-High Net Worth clients. Recognized for excellence, they are seeking a highly skilled and detail-oriented Client Service Associate to join our centralized team at the...

  • Client Services Associate

    2 weeks ago

    Wilmington, United States WSFS Financial Corporation Full time

    Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally...

  • Client Services Associate

    2 weeks ago

    Wilmington, United States Wsfs Financial Full time

    Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally...

  • Client Service Associate

    2 weeks ago

    Wilmington, United States RiversEdge Advisors LLC Full time

    RiversEdge Advisors is a financial planning firm in Wilmington, DE and we are seeking a Client Service Associate to join our team to support our continued growth and to help manage existing client relationships. Find out more about us at our website: riversedgeadvisors.com Responsibilities include: Provide client relationship support by...

  • Registered Client Service Associate

    3 weeks ago

    Wilmington, United States Ameriprise Financial Full time

    Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and confirming meetings Client Service, Associate, Registered, Service, Asset Manager, Financial Planning, Retail

  • Client Service Partner

    2 weeks ago

    Wilmington, United States Corporation Service Co Full time

    Title: Client Service Partner Location: Wilmington Working Hours: Monday to Friday - 8am - 5pm Hybrid Believe in doing work you can be proud of? We're the same. As a Client Service Partner, you will be responsible for providing clients with business-to-business support, taking and fulfilling orders, as well as managing a portfolio of digital assets....

  • Associate Customer Service Associate

    6 days ago

    Wilmington, United States Corporation Service Company Full time

    Job Description Associate Customer Service Associate - Company Records Wilmington, DE (Onsite) Monday - Friday, 9am-6pm As a Records Customer Service Associate, you will be responsible for maintaining the accuracy of CSC's Company Records Database in a timely manner. This role is critical to the organization as we maintain the data and records of our...

  • Customer Service Associate

    7 days ago

    Wilmington, United States Corporation Service Company Full time

    Customer Service Associate - Business License Monday Friday, 9 am-6 pm Wilmington, DE (Onsite) If youve worked in the retail, hospitality, or restaurant industries, you know what it takes to keep customers happy and satisfied. The skills developed Customer Service, Associate, Service, Business, Skills, Customer, Retail, Business Services

  • Registered Client Service Associate

    2 days ago

    Wilmington, United States Raymond James Financial Services Full time

    Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch...

  • Profit Formula Registered Client Associate

    7 days ago

    Wilmington, United States Wells Fargo Full time

    Assist Profit Formula (PF)Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence. Facilitate PF Financial Advisor and client req Client Associate, Registered, Financial Advisor, Client Support, Associate, Client Service, Banking

  • Registered Client Service Associate

    3 days ago

    Wilmington, United States Raymond James Financial Services Full time

    Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...

  • Registered Client Service Associate

    2 weeks ago

    Wilmington, United States Raymond James Financial Services Full time

    Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...

  • Client Services Manager

    21 hours ago

    Wilmington, United States Vaco Full time

    Marketing company has an immediate opening for a Client Services Manager. Manager will manage Client Services team, supporting both internal and external key customers. Prior client services, people management and training experience is required. Position is hybrid, 3 days onsite and starts immediately. Desired Skills and Experience Prior experience in...

  • Registered Client Service Associate

    3 weeks ago

    Wilmington, United States CareerBuilder Full time

    This service is set to disconnect automatically after {0} minutes of inactivity. Your session will end in {1} minutes. Click OK to reset the timer to {0} minutes. You have been signed out. This service is set to sign out after {0} minutes of inactivity. Raymond James & Associates, Inc., member / , and Raymond James Financial Services, Inc., member / , are...

  • Senior AML/KYC Associate

    4 days ago

    Wilmington, United States Corporation Service Company Full time

    Job DescriptionSenior Associate, AML/KYCHybrid: West Orange, NJ or Wilmington, DEMonday to Friday 9:00 a.m. to 6:00 p.m.Candidates for this position must be eligible to work in the United States without sponsorship. Time on-site or time zone may be necessary based on business need.Position Overview - Senior Associate, AML/KYC: CSC's US Fund Solutions group...

  • Document Processor- Charitable Services

    6 days ago

    Wilmington, United States Corporation Service Company Full time

    Job Description Associate Customer Service Associate On-Site Wilmington, DE Monday-Friday 9am-6pm CSC's Compliance Support Team is seeking a Service Specialist to assist with our growing compliance operations. A successful candidate will develop a deep understanding of how our Company Records impact annual report filings, research and report findings for...

  • Associate Brand Protection Analyst

    1 month ago

    Wilmington, United States Corporation Service Company Full time

    Want to be part of something bigger? We do too.  Associate Brand Protection Analyst - Bilingual Fluency Wilmington, DE or Gaithersburg, MD Monday-Friday, 800am - 5:00pm Hybrid  As an Associate Brand Protection Analyst, you will be working with existing members of the Enforcement team to assist with the takedown of fraudulent websites, Social...

  • Wealth Management Client Associate

    4 weeks ago

    Wilmington, Delaware, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...