Client Service Associate

Riverview Wealth Partners is a team of independent financial advocates focused on helping our clients reach their financial goals. Our advisors work with an exclusive number of high-value clientele including individuals, families, executives, and business owners, as well as several institutional clients. We are a fee-only firm that is intricately involved in every aspect of our clients’ lives.

We have an opening for a Client Services Associate position (part-time or full-time) which will be focused on enhancing relationships with our high-net-worth clients. This role is a key part of our team serving as the true connection between our clients and advisors. Day-to-day responsibilities include all administrative and operational tasks necessary to provide an exceptional client experience. We are searching for someone with a positive, upbeat attitude who is a strong team player and who understands the importance of an impeccable level of service. This person must also demonstrate a genuine understanding of the importance that both new and existing client relationships have on the long-term success of the organization.

This is a flexible hybrid position, with a part-time schedule of 4-5 hours a day Monday-Friday. A full-time schedule of 40 hours per week is also available. For both positions Paid Time Off, Paid Holidays, and an allowance to offset health care expenses is available. Salary range $40K-$60K based on position (part-time vs. full-time) and experience.

The Day-to-Day:

• Prepare new account and service paperwork efficiently and effectively to completion.

• Provide exceptional client service both in person and over the phone to facilitate and resolve client service requests.

• Fulfill routine client service requests, resolve inquiries and escalate cases when appropriate.

• Contribute to the development and execution of client service standards resulting in client retention and satisfaction.

• Perform office operations including printing and binding presentations, answering phones, greeting clients and screening calls.

• Own the process of sending client birthday cards, holiday cards and gifts.

• Become a CRM expert (Redtail) and utilize the program to keep track of all prospects and clients.

• Manage projects, vendors, partners, team players, etc., as needed.

Investment advice offered through Stratos Wealth Advisors, LLC, a registered investment advisor: DBA Review Wealth Management.

The Skills You Bring:

• Proven customer service, client support and problem resolution skills.

• Strong communication and organizational skills to prioritize decisions in a fast-moving environment.

• Capability to take ownership of complex situations that result in positive outcomes for clients.

• Computer savvy, a self-starter, intuitive, motivated, and demonstrate a proficiency in using technology.

• Possess the ability to work independently in a fast-paced environment with minimal supervision, and able to adapt to changing situations, client emergencies, and advisor prioritization.

• A high degree of personal integrity, honesty, and ability to work with confidential information daily.

• Strong time management and organizational skills are crucial.

• Attention to detail a must.

Requirements:

• College degree preferred but not required.

• Desire for a part-time schedule (4-5 hours per day M-F) but can be full-time for the right candidate.

• 2-3 years’ experience in a top-tier client service environment, preferably in the financial services industry.

• Strong technology skills (Excel, Outlook, Word; CRM and Financial Reporting software).

• Experience with Fidelity Investments platform a plus.