Client Service Associate

Job Description

Salary: The salary range for this position will be competitive with the market depending on experience and credentials.

Client Service Associate

RiversEdge is a fee-based financial planning, wealth management, tax and business advisory firm located in the heart of downtown Wilmington, DE. We are passionate about helping clients gain clarity and confidence in their financial future through thoughtful, strategic planning. We value collaboration, innovation, and excellence, and we are excited to welcome a Client Service Associate to our growing team. This role is ideal for an experienced, detail-oriented professional who thrives in a fast-paced environment and is passionate about delivering high-touch client service while supporting our financial planning team.

KEY RESPONSIBILITIES

Client Relationship Management & Service Execution

Serve as a primary point of contact for high-value clients, ensuring a seamless and proactive client experience

Manage and maintain client data, prepare financial plans, and assist in the implementation of financial strategies

Handle service requests, troubleshoot client issues, and coordinate across account types and custodians

Lead and document client meetings, ensuring timely and accurate follow-up and action item execution

Process paperwork for account openings, transfers, and maintenance with precision and efficiency

Coordinate the implementation of insurance and investment solutions in collaboration with advisors and custodian

Ensure all documentation meets internal compliance standards and reflects current regulatory requirements

Leadership & Operational Excellence

Recommend and implement process improvements to enhance client service delivery and internal efficiency

Maintain up-to-date industry knowledge and communicate regulatory updates and best practices with the team

Liaise between clients, advisors, and third-party providers to facilitate complex service and planning needs

Embrace a collaborative, all hands on deck approach to supporting the team

Represent RiversEdge professionally in all client and external communications

QUALIFICATIONS

Bachelors degree, preferably in finance, business, or a related field.

5+ years of experience in a client service role within the financial services industry.

Deep understanding of investment products, financial planning principles, and regulatory frameworks.

Strong written and verbal communication skills with a client-first mindset.

Exceptional attention to detail, organizational skills, and the ability to manage multiple priorities.

Comfortable working both independently and collaboratively in a team-oriented environment.

Familiarity with financial planning and CRM tools is a plus (e.g. eMoney, Riskalyze, Orion, Schwab, Salesforce).

Self-starter with problem-solving ability and a desire to continuously learn and improve.

BENEFITS

The salary range for this position will be competitive with the market depending on experience and credentials

Hybrid working environment in physical office Tuesdays, Wednesdays and Thursdays

Multiple healthcare options

Dental and vision options

401(k) Profit Sharing Plan

Firm paid parking

Paid time off program

Personal and bereavement leave

Upbeat and lively working environment

OTHER

A background and credit check will be required

We are an Equal Opportunity Employer

Full-time

Hybrid remote