Riverwalk Wealth Advisors - Northwestern Mutual · 4 days ago
Client Service Associate - Private Wealth Management
Radnor, PA
Full-time
Hybrid
Entry, Mid Level
2+ years expRiverwalk Wealth Advisors is an established Private Wealth Management practice that delivers sophisticated planning and investment management to high-net-worth individuals and families. They are seeking an experienced Client Service Associate to support their Private Wealth Management team by providing high-quality client service and administrative support. The role includes serving as the primary contact for clients, coordinating client meetings, and ensuring seamless execution of service commitments.
Financial Services
Hiring Manager
Matthew Lytell
Responsibilities
Serve as a primary service contact for assigned clients, delivering timely, professional, and proactive communication
Coordinate and prepare all materials for client meetings, reviews, and presentations
Conduct client follow-ups and ensure all service commitments are completed with precision
Assist clients with account-related questions, documentation, and service requests
Coordinate account openings, transfers, and money movements with custodians and internal teams
Process incoming non-securities related insurance service requests from clients (address changes, bank change information, loan requests and ISA service inquiries)
Prepare and follow up on paperwork for investment transfers, rollovers, and insurance & annuity applications
Run and review reports using NetX360, Envestnet, Morningstar, and other platforms
File and organize statements, account forms, and policy documentation
Qualification
Required
2+ years of financial services, investment or insurance experience (10+ years for Senior CSA)
Series 7 and 63 or 66 license
Florida Life and Health Insurance 2-15 license or ability to obtain within 6 months of hire
Excellent communication and interpersonal skills for building and maintaining client relationships
Strong computer proficiency with the ability to learn new software quickly
Ability to work with and prioritize multiple tasks daily to maximize productivity with a focus on efficiency and attention to detail, and work collaboratively in a hybrid work environment
Preferred
BS or BA in Business, Finance, or a related field preferred, but not required
Benefits
Health / Dental / Vision Insurance
Disability Income Insurance
401K / profit sharing
Generous PTO / Paid Holidays
Professional development and career opportunities
Reimbursement for Continuing Education and relevant licensing/designations
On-site Fitness Center & covered parking
Hybrid work-from-home flexibility
Company
Riverwalk Wealth Advisors - Northwestern Mutual
We believe effective wealth management is the ongoing process of helping our clients accumulate, manage, and distribute assets for a lifetime of financial independence and legacy creation.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase