What are the responsibilities and job description for the Client Service Associate position at RiversEdge Advisors?
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
