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Client Relationship Partner

Alternative HR LLC

Allentown, PA, United States

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About the role

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