Client Associate

Client Relationship Associate
(Cover letter required*)

RiverStone is a well-established boutique wealth management firm, focused on educating and empowering individuals throughout their financial life journey. We offer a collaborative team environment, a reputation for excellence, established clients and excellent growth potential to help you reach your personal and career goals.

Our employees are as important as our clients and we work to provide both with a great atmosphere and learning environment. As a team, we are committed to the delivery of superior quality of services based on a foundation of honesty, integrity, and ethical treatment.

We are currently seeking a Client Relationship Associate. This client-facing position is designed to encourage advancement and development in the financial services field.

The individual will be responsible for cultivating relationships with clients, handling their requests that are non-advisory in nature, or delegating requests to the appropriate team member. This position does not attend client meetings and does not require advisory knowledge, but does require empathy, strong listening skills, and a love of people.

General Responsibilities:

• Relationship Building: Nurture and cultivate strong relationships with our clients, anticipating and fulfilling their needs and requests, while offering unparalleled service.
• Responsive Communication: As the primary client contact in the firm, you will offer responsive, warm, and sincere communication with clients through telephone calls, emails, and in person.
• Meeting Management: Establish and manage our advisor meeting schedule for all client and prospective client meetings, confirming appointments, and coordinating receipt of documents.

• General Administrative: Prepare any needed correspondence, maintain contact management database and perform administrative and office support activities for multiple professionals in the firm.

Required:

• College degree required. Bachelor’s degree preferred, preference given to BS/BA in psychology, communications, or business administration
• Minimum 5 years of professional office experience
• Proficiency in MS Office Suite (e.g., Word, Excel)

Required Skills:

• Ability to listen and empathize with client needs
• Ability to plan and manage at both strategic and operational levels
• Strong verbal and written communication skills
• Strong interpersonal skills
• Ability to identify, meet and follow through with client’s needs and requirements
• Strong attention to detail
• Must demonstrate excellence in organizational and time management skills

Benefits:

• Career track available with opportunities for advancement
• Retirement savings plan with company match
• Paid holidays and vacation
• Many other valuable "perks"

We are an equal opportunity employer. The selected candidate will be required to pass a drug test and background check.

www.riverstonepwa.com

Job Type: Full-time, hybrid (virtual and in-office)

*submit a cover letter telling us three (3) reasons why you would be the perfect candidate for this position. Resume's without a cover letter with these specifics will not be considered.
Related keywords: finance, customer service

Job Type: Full-time

Pay: From $48,000.00 per year

Benefits:

• 401(k) matching
• Flexible schedule
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• Associate (Required)

Experience:

• Client Service: 5 years (Required)

Work Location:

• One location

This Job Is:

• A good fit for applicants with gaps in their resume, or who have been out of the workforce for the past 6 months or more
• A good job for someone just entering the workforce or returning to the workforce with limited experience and education
• A job for which all ages, including older job seekers, are encouraged to apply
• Open to applicants who do not have a college diploma

Company's website:

• www.riverstonepwa.com

Benefit Conditions:

• Waiting period may apply
• Only full-time employees eligible

Work Remotely:

• Temporarily due to COVID-19

COVID-19 Precaution(s):

• Remote interview process
• Personal protective equipment provided or required
• Plastic shield at work stations
• Temperature screenings
• Social distancing guidelines in place
• Virtual meetings
• Sanitizing, disinfecting, or cleaning procedures in place