Client Service Associate - Riversedge Advisors Llc : Job Details

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.comResponsibilities 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
• Must have or obtain appropriate investment licenses (within 90 days of hire)
• 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