Client Relationship Specialist

5 days ago


Chadds Ford, Pennsylvania, United States RIA Recruiting Full time

Are you looking for a challenging and rewarding career opportunity in financial services? Smithbridge Asset Management, a respected RIA firm in Chadds Ford, PA, is seeking a skilled Client Service Associate to join our dynamic team.

About the Role:
  • Estimated salary: $60,000 - $80,000 per year, based on experience
  • Benefit package includes medical insurance, employer-funded retirement plan, flexible work schedule, and quarterly bonus program

In this role, you will be responsible for delivering exceptional client service, maintaining accurate records, and performing various administrative tasks. If you possess excellent communication skills, a strong work ethic, and a passion for financial services, we invite you to apply.

Key Responsibilities:
  • Provide direct support to clients and advisors by responding to inquiries and resolving issues
  • Maintain accurate records in our CRM system and manage email inboxes for multiple teams
  • Prepare and distribute reports, documents, and mailings for clients and prospects
Requirements:
  • High school diploma or equivalent required; 2 years of professional office experience preferred
  • Excellent communication, organizational, and time management skills
  • Able to work independently and as part of a team


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