Client Relationship Partner

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

• 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