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.  This job is in-person and requires you to come to our offices at Foster Plaza 5 in Green Tree, PA.  
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

You are an ideal team member if you:

  • Like variety in your job and day
  • Have a service-oriented heart
  • Enjoy solving problems
  • Want to feel like a valued member of a nurturing family
  • Have a growth mindset and love of learning
  • Are a self-starter
  • Take pride in being organized and detail-oriented
  • Contribute to team meetings and enjoy a collaborative environment

To apply, email a resume and cover letter to [email protected]