NOW HIRING!

Client Relationship Partner

River Wealth Advisors is looking to hire an individual who can help the team deliver an exceptional client experience through a sharp attention to detail, fastidious support for the firm’s advisors, and managing day-to-day functions associated with serving our clients. The role is based in the River Wealth Advisors Allentown, PA office.

“MUST HAVE” SKILLS

  • Highly professional demeanor

  • Experience working with high-net worth individuals

  • Articulate with strong writing and critical thinking skills

  • Highly motivated and detail oriented

  • Highly adept at managing multiple priorities

  • Dependable and a self-starter

  • Tech-savvy

  • Experience working with a client relationship management (CRM) tool

POSITION DESCRIPTION

Advisor support

  • Provide exceptional service and support to assigned advisors

  • Prepare client data sheets and provide to advisors one week in advance of meetings

  • Ensure a positive relationship with the advisors and clients

Provide exceptional client service and maintain relationships with new and established clients

  • Onboarding/account opening process

  • TOAs/rollovers

  • Prepare/provide service forms for clients, e.g. beneficiary changes, address changes, banking changes

  • Ensure accuracy and maintain client information in Redtail

  • Deceased client processes

  • Exiting client processes

  • Initiate workflows for money requests

  • Set up recurring distributions

Review upcoming client meeting list with advisor before Executive Assistant begins scheduling

Maintain advisors' opportunities within the firm’s Redtail database to keep the business development pipeline current

Provide feedback on Redtail processes that are implemented

Assist with company projects

Education and licensing

  • Bachelor's degree

SALARY AND BENEFITS

  • Salary for this position is competitive and includes quarterly bonuses after one full quarter of employment.

  • Company paid benefits include 90% employer-paid health insurance coverage, HSA contribution, short- and long-term disability coverage, generous paid time off policy, quarterly bonuses based on firm performance, and a 401(k) match.

  • There is significant opportunity for growth within our company.

  • Hours are 8:30 a.m. to 5:00 p.m.

  • The position is primarily in office with opportunity to work at home occasionally after the 90-day probationary period has been successfully completed.

  • There is significant opportunity for growth within our company.

If you are interested in applying for this position, please click here to send a cover letter and resume to Trisha Parks, Client Services Manager. We look forward to hearing from you!