Client Service AssociateRiversEdge Advisors LLC • Wilmington, North Carolina, United States
Client Service Associate
RiversEdge Advisors LLC
- Wilmington, North Carolina, United States
- Wilmington, North Carolina, United States
À propos
Type: Full-Time
At RiversEdge Advisors, we believe clarity and confidence are the foundation of every sound financial decision. As a fee-based financial planning, wealth management, tax, and business advisory firm, we're passionate about helping clients reach their goals through thoughtful, strategic planning.
We're growing and we're looking for a Client Service Associate (CSA) to join our team. This role supports our Financial Planning Team and is ideal for an experienced, detail-oriented professional who thrives in a fast-paced environment and takes pride in delivering high-touch, personalized service.
What You'll Do
In this role, you'll play a key part in delivering the exceptional client experience RiversEdge is known for. You'll support our advisors and clients across our Financial Planning Team, managing details with precision, communicating proactively, and ensuring every interaction reflects our commitment to excellence.
Client Relationship Management
Serve as the primary point of contact for assigned Financial Planning & Wealth Advisory clients.Deliver a seamless, proactive, and professional experience across all stages of the client relationship.Manage onboarding, account maintenance, and ongoing service needs across multiple custodians and account types.Communicate with clients via phone, email, and in-person meetings to address requests, troubleshoot issues, and provide updates.Ensure timely completion of all meeting follow-up items.Maintain accurate and compliant client records within our CRM and custodial systems.
Operational & Administrative Support
Prepare and process account paperwork for openings, transfers, and maintenance with precision.Coordinate with custodians to ensure timely execution of client requests.Support the implementation of investment solutions under Advisor guidance.Partner with Advisors to improve workflows and elevate client service standards.
Financial Planning & Wealth Advisory Support
Gather and organize client financial data for planning and reporting.Support the coordination of annual plan reviews and wealth advisory meetings.Track and manage client requests to ensure timely resolution and an exceptional client experience.
What We're Looking For
We're looking for team members who are driven, detail-oriented, and client-focused. If you thrive in a collaborative environment, love solving problems, and take pride in delivering exceptional service, you'll fit right in at RiversEdge.
Bachelor's degree in finance, business, or a related field.Ideally, an experienced candidate with a minimum of 2-5 years experience.Strong written and verbal communication skills with a client-first mindset.Exceptional attention to detail, organization, and time management.Comfortable working both independently and collaboratively in a team environment.Familiarity with financial planning, wealth advisory, and CRM tools (e.g., eMoney, Nitrogen, Orion, Schwab, Salesforce) is a plus.A self-starter with strong problem-solving skills and a passion for learning and growth.
What We Offer
At RiversEdge, we believe that taking care of our team is just as important as taking care of our clients. We're proud to offer a work environment and benefits package that supports your career growth, well-being, and quality of life - all while keeping things lively and collaborative.
A lively, supportive, and collaborative work environment in the heart of downtown WilmingtonMultiple healthcare plan options to fit your needsDental and vision coverage for you and your family401(k) Retirement Plan with employer contribution, helping you invest in your futureFirm-paid parking for convenient downtown accessPaid time off to recharge and relaxPaid holidays and bereavement leave to honor life's moments that matter mostPaternity leave to support growing familiesWork-from-home (WFH) days for added flexibility and balanceOffice perks including snacks, coffee, and our crowd favorite - Free Lunch Wednesdays
At RiversEdge, we know that great work starts with great people and we strive to make this a place where you'll love coming to work every day.
Compétences linguistiques
- English
Avis aux utilisateurs
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