Client Relationship Partner

Job Description

Job Description

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 and this role will require presence to work out of the Allentown 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

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