Client Experience & Onboarding Specialist

RKL Wealth Mgmt LLC; Reading (Berks County); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical/dental/vision insurance

Life insurance

Flexible spending accounts

Disability insurance

Competitive paid time off

401(k) with employer match and profit‑

Share in profit

Remote/Hybrid work options

Job summary

RKL Wealth Mgmt LLC is seeking a Client Service Associate to deliver an exceptional client experience. You will respond to client requests, manage onboarding, gather information, and support investment reporting and account maintenance.

The role requires strong communication, multitasking, and attention to detail, with occasional after-hours and travel as needed. A minimum 3+ years in financial services admin is expected, with Series 65 or ability to obtain favorable.

Qualifications

• Associate’s degree or commensurate experience required.
• Bachelors degree in related business field preferred.
• 3+ years of experience in administrative/operations management within financial or professional services.
• Series65 license or ability to obtain within 3 months of hire.
• Knowledge of wealth management concepts (retirement plans, trusts, taxable vs non-taxable).
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook).

Responsibilities

• Deliver exceptional client experience and respond to client requests.
• Prepare meetings, notes, documentation and investment reporting.
• Onboard new clients and maintain account setup and maintenance.
• Maintain CRM data accuracy and timely documentation.
• Collaborate with internal teams to resolve client service issues.
• Support processes to improve client experience and attract new clients.
• Handle calls, faxes, emails, and mail professionally and promptly.
• Ensure documentation is completed accurately by internal deadlines.

Skills

Communication

Problem-solving

Positive culture

Multitasking

Attention to detail

Education

Associate degree

Bachelor’s degree preferred

Series65 license or ability to obtain

ASPPA Qualified 401(k) Administrator

Tools

Microsoft Office Suite

Job description

RKL Wealth Mgmt LLC is seeking a Client Service Associate to deliver an exceptional client experience. You will respond to client requests, manage onboarding, gather information, and support investment reporting and account maintenance.

The role requires strong communication, multitasking, and attention to detail, with occasional after-hours and travel as needed. A minimum 3+ years in financial services admin is expected, with Series 65 or ability to obtain favorable.