The Role
Provides administrative, operational, and client service support to wealth management advisors and high-net-worth clients. Responsibilities include client onboarding, account opening, asset transfers, account maintenance, money movement, distributions, estate settlement support, client offboarding, CRM record accuracy, and workflow improvements. The role also supports firm initiatives and requires collaboration across multiple offices, with occasional travel to Camp Hill and Lancaster.
Summary Generated by Built In
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
Skills Required
- Bachelor's degree
- 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
- Ability to manage multiple priorities in a deadline-driven environment
- Dependable, self-starting, and able to take ownership and follow through
- Technology proficiency and willingness to learn new systems
- Experience working with a client relationship management platform
- Redtail CRM experience
- Professional demeanor and strong interpersonal skills
- Commitment to exceptional client and colleague service
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The Company
What We Do
At Alternative HR we provide expertise to businesses, non-profits and public entities in the area of human resource management and development. We help you with the people-side of your business. We help you find the right people, develop their potential, and lead them to success within your organization. Our services include: - Human Resource Management - Retained Recruitment - Pre-employment Assessments - DISC Assessment / Training - Human Resource Audits - Development of Job Descriptions / Evaluation Systems - Creation / Update of Organizational Policies - Third-Party Workplace Investigations - Supervision and Leadership Training
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