Client Relationship Partner
Allentown, PA
Full Time
Mid Level
River Wealth Advisors is seeking to hire a Client Relationship Partner who thrives in a fast-paced environment, enjoys supporting advisors and clients and takes pride in delivering exceptional service with accuracy and attention to detail. The ideal candidate is proactive, collaborative, a problem solver and motivated to build a long -term career in the wealth management industry. The role is based in the River Wealth Advisors Allentown, PA office.
REQUIRED QUALIFICATIONS AND SKILLS
KEY RESPONSIBILITIES
PROFESSIONAL DEVELOPMENT & TRAINING
We are committed to investing in the growth of our team members. You will have the opportunity to:
EDUCATION AND LICENSING
COMPENSATION AND BENEFITS
SCHEDULE AND WORK ENVIRONMENT
REQUIRED QUALIFICATIONS AND SKILLS
- Highly professional demeanor and strong interpersonal skills
- Experience working with high-net-worth individuals
- Excellent written and verbal communication skills
- Strong critical thinking and problem-solving abilities
- Exceptional attention to detail and organizational skills
- Highly adept at managing multiple priorities in a deadline driven environment
- Dependable and a self-starter who takes ownership and follows through
- Tech-savvy and eager to learn new systems
- Experience working with a client relationship management (CRM) platform (Redtail experience a plus)
- Commitment to delivering exceptional service to both clients and colleagues
KEY RESPONSIBILITIES
- Advisor & Team Support
- Provide exceptional administrative service and operational support to assigned advisors
- Build and maintain positive working relationships with advisors, clients and other River Wealth staff
- Participate in weekly Advice Team meetings
- Client Service and Operations
- Provide exceptional client service and maintain relationships with new and established clients
- Manage client onboarding and account opening process
- Coordinate and/or facilitate asset transfers (TOAs) and rollover requests
- Prepare and process client service requests, including
- Beneficiary changes
- Address changes
- Banking updates
- Other account maintenance requests
- Ensure accuracy and maintain client information in Redtail
- Prepare conference rooms and welcome clients
- Support deceased client and estate settlement processes
- Manage client offboarding and account closures
- Initiate workflows for money movement requests
- Set up recurring distributions
- Scan and process incoming checks
- Provide feedback and recommendations to enhance client service through improvements in operational workflows and processes
- Assist with firm-wide initiatives and special projects
PROFESSIONAL DEVELOPMENT & TRAINING
We are committed to investing in the growth of our team members. You will have the opportunity to:
- Enroll in and develop a CFP® education plan,
- Complete CFP coursework and capstone requirements
- Develop proficiency in custodial platforms, Tamarac Reporting, and Redtail CRM
- Master River Wealth Advisors processes and Standard Operating Procedures (SOPs)
- Continuously expand industry knowledge and operational expertise
- Develop the knowledge and skills necessary to independently support advisors and clients
EDUCATION AND LICENSING
- Bachelor's degree
COMPENSATION AND BENEFITS
- Competitive salary
- Quarterly bonus program after one full quarter of employment
- 90% employer-paid employee health insurance coverage
- Employer HSA contribution to match employee contribution
- Employer paid short- and long-term disability coverage
- Unlimited PTO
- 401k plan with Employer Safe Harbor contribution
SCHEDULE AND WORK ENVIRONMENT
- Hours are 8:30 a.m. to 5:00 p.m.
- River Wealth Advisors operates as a highly collaborative team across our Allentown, Camp Hill, and Lancaster offices, utilizing virtual communication and technology to work seamlessly together
- Candidates should be comfortable working in a technology-driven, multi-office environment with frequent virtual collaboration
- Occasional travel to our Camp Hill and Lancaster offices (typically 1-2 times per month) is expected
- Occasional work-from-home flexibility available after successful completion of the 90-day introductory period
- Position requires employee to pay $100/month for parking in garage adjacent to office building
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