Client Service Associte
About The Position
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 both our Financial Planning and Wealth Advisory Services practices 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 both Financial Planning & Wealth Advisory Services, managing details with precision, communicating proactively, and ensuring every interaction reflects our commitment to excellence.
Requirements
- Bachelor’s degree in finance, business, or a related field.
- 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.
- A self-starter with strong problem-solving skills and a passion for learning and growth.
Nice To Haves
- Familiarity with financial planning, wealth advisory, and CRM tools (e.g., eMoney, Nitrogen, Orion, Schwab, Salesforce) is a plus.
Responsibilities
- 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.
- 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.
- 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.
Benefits
- A lively, supportive, and collaborative work environment in the heart of downtown Wilmington
- Multiple healthcare plan options to fit your needs
- Dental and vision coverage for you and your family
- 401(k) Retirement Plan with employer contribution, helping you invest in your future
- Firm-paid parking for convenient downtown access
- Paid time off to recharge and relax
- Paid holidays and bereavement leave to honor life’s moments that matter most
- Paternity leave to support growing families
- Work-from-home (WFH) days for added flexibility and balance
- Office 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
