Client Service Associate

4 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
  • 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

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