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RiversEdge Advisors, LLC · 1 month ago

Client Service Associate - Financial Planning & Wealth Advisory Services

Wilmington, Delaware, United States

Full-time

Hybrid

Mid Level

RiversEdge Advisors is a fee-based financial planning and wealth management firm dedicated to helping clients achieve their financial goals. They are seeking a Client Service Associate to support their Financial Planning and Wealth Advisory Services, focusing on delivering exceptional client experiences through proactive communication and precise operational support.

FinanceRetirementWealth Management

Responsibilities

Serve as the primary point of contact for assigned Financial Planning & Wealth Advisory clients

Deliver a seamless, proactive, and professional experience across all stages of the client relationship

Manage onboarding, account maintenance, and ongoing service needs across multiple custodians and account types

Communicate with clients via phone, email, and in-person meetings to address requests, troubleshoot issues, and provide updates

Ensure timely completion of all meeting follow-up items

Maintain accurate and compliant client records within our CRM and custodial systems

Prepare and process account paperwork for openings, transfers, and maintenance with precision

Coordinate with custodians to ensure timely execution of client requests

Support the implementation of investment solutions under Advisor guidance

Partner with Advisors to improve workflows and elevate client service standards

Gather and organize client financial data for planning and reporting

Support the coordination of annual plan reviews and wealth advisory meetings

Track and manage client requests to ensure timely resolution and an exceptional client experience

Qualification

Client Relationship ManagementFinancial PlanningWealth AdvisoryCRM toolsCommunication skillsAttention to detailProblem-solving skillsTeam collaboration