4Rivers Wealth Management | Client Service Specialist

4Rivers Wealth Management is looking to fill a full-time administrative position to assist the firm with a compliment of services for its high net-worth clients. Our firm is women-owned, and we enjoy working collaboratively with our team, clients, vendors, and back office. This job is an on-site role in our A+, modern office space at Foster Plaza 5 in Green Tree, PA.

Our mission: to provide clients with financial clarity around their wealth and exceptional client service. We maintain this vision by nurturing and investing in our team members.

In this role you will:

  • Provide concierge services to clients
  • Lead the client -onboarding process by gathering personal data, generating welcome and new account kits, and other related tasks.
  • Prepare, upload, and process forms and documents to open and maintain accounts.
  • Manage money movement and other client transactions like EFT’s, deposits, check requests, standing instructions, and Required Minimum Distributions
  • Assist with mailings (USPS and Constant Contact)
  • Maintain CRM notes and manage workflow.
  • Manage client portals; create, enter planning data, and manage forms and folders
  • Manage tax folders during tax season
  • Be a firm advocate and team player
  • Help clients research and resolve issues
  • Assist with firm events, managing logistics, collateral, and invitations

You are an ideal team member if you:

  • Have an undergraduate degree
  • Enjoy a steady and predictable, yet fun work environment
  • Are service orientated – “What can I do to help?”
  • Factual, polite, and professional
  • Have a growth mindset coupled with “no task  is too small” attitude
  • Take pride in being organized, accurate, and detail-oriented
  • Contribute to team meetings and enjoy a collaborative environment
  • Want to work for a firm with a clear career path (instead of lip-service)

To apply: Join Our Team (4riverswm.com) or email a resume and cover letter to [email protected]