RiversEdge Advisors is a financial planning firm in Wilmington, DE and we are seeking a Client Service Associate to join our team. We are a fee-based firm located right on the Christina River. The firm is seeking a new CSA to support our continued growth and to help manage existing client relationships. Find out more about us at our website: www.riversedgeadvisors.com
Duties and Responsibilities include:
Prepare client meeting agendas, notes, and documents needed for client meetings.
Assist in the maintenance of the firm's CRM.
Process meeting notes, update contact management database, and assign and execute workflow tasks.
Process funds requests, account applications, account transfers and any other client/account related tasks needed.
Handle client issues and requests.
Assist in the maintenance of the firm document management system.
Provide administrative support to the firm partners.
Coordinate client meeting scheduling, including in-person and video meetings
Assist where needed – we are a small team and we all wear multiple hats
2 years of experience in the financial service industry
Windows and Microsoft Office skills and ability to master new software.
Ability to handle sensitive and/or confidential client information.
Excellent administrative writing and verbal communication skills
Ability to work independently as well as within a team and prioritize tasks appropriately
Ability to manage your own time
High attention to detail
Excellent client service and relationship management skills
College degree required
Additional Salary Information: Remote OKAY -
Competitive healthcare with company match to HSA -
Ability to work remotely on an as-needed basis with manager approval -
401(k) after one year of employment -
Cash balance retirement plan -
Personal and bereavement leave -
Upbeat and lively working environment -
About RiversEdge Advisors
The Strategic Implementer (www.thestrategicimplementer.com) is the hiring manager for this position. We work with great financial advisory firms to clarify their vision and create an achievable path to that vision. We do this through strategy, implementation and accountability. We also assist retainer and non-retainer clients in hiring A Players for their firm.