Client Relationship Partner

alternativehrllc; Allentown (Lehigh County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Quarterly bonus program

9% employer health coverage (est.)

Employer 401k with match

Unlimited PTO

HSA contribution

Disability coverage

Job summary

River Wealth Advisors is seeking a Client Relationship Partner in Allentown, PA to provide high-level administrative and client service support to advisors and clients. The role emphasizes relationship-building, onboarding, asset transfers, and ongoing operational excellence in a multi-office wealth management environment.

The position offers a strong pathway for career growth within wealth management, with a focus on accuracy, collaboration, and professional development through CFP education

Qualifications

• Highly professional demeanor and strong interpersonal skills.
• Experience working with high-net-worth individuals.
• Excellent written and verbal communication skills.
• Strong critical thinking and problem-solving abilities.
• Exceptional attention to detail and organizational skills.
• Ability to manage multiple priorities in a deadline-driven environment.
• Dependable self-starter who takes ownership.
• Tech-savvy and eager to learn new systems.
• Experience with CRM platforms; Redtail a plus.
• Commitment to delivering exceptional service to clients and colleagues.

Responsibilities

• Provide exceptional administrative service and operational support to assigned advisors.
• Build and maintain positive relationships with advisors, clients and River Wealth staff.
• Participate in weekly Advice Team meetings.
• Provide exceptional client service and maintain relationships with new and established clients.
• Manage client onboarding and account opening process.
• Coordinate and/or facilitate asset transfers and rollover requests.
• Prepare and process client service requests (beneficiary/address/banking changes, etc.).
• Ensure accuracy of client data in Redtail; prepare conference rooms and welcome clients.
• Support deceased client and estate settlement processes; manage client offboarding and account closures.
• Initiate workflows for money movement; set up recurring distributions; scan/process checks.

Skills

Interpersonal skills

High-net-worth experience

Written & verbal communication

Critical thinking

Detail orientation

Multitasking under deadlines

Self-starter

Tech-savvy

CRM (Redtail) familiarity

Client service excellence

Education

Bachelor's degree

Job description

Client Relationship Partner

Location: Allentown, PA

River Wealth Advisors is seeking to hire a Client Relationship Partner who thrives in a fast-paced environment, enjoys supporting advisors and clients and takes pride in delivering exceptional service with accuracy and attention to detail. The ideal candidate is proactive, collaborative, a problem solver and motivated to build a long-term career in the wealth management industry. The role is based in the River Wealth Advisors Allentown, PA office.

REQUIRED QUALIFICATIONS AND SKILLS

• Highly professional demeanor and strong interpersonal skills
• Experience working with high-net-worth individuals
• Excellent written and verbal communication skills
• Strong critical thinking and problem-solving abilities
• Exceptional attention to detail and organizational skills
• Highly adept at managing multiple priorities in a deadline driven environment
• Dependable and a self-starter who takes ownership and follows through
• Tech-savvy and eager to learn new systems
• Experience working with a client relationship management (CRM) platform (Redtail experience a plus)
• Commitment to delivering exceptional service to both clients and colleagues

KEY RESPONSIBILITIES

• Advisor & Team Support
  • Provide exceptional administrative service and operational support to assigned advisors
  • Build and maintain positive working relationships with advisors, clients and other River Wealth staff
  • Participate in weekly Advice Team meetings
• Client Service and Operations
  • Provide exceptional client service and maintain relationships with new and established clients
  • Manage client onboarding and account opening process
  • Coordinate and/or facilitate asset transfers (TOAs) and rollover requests
  • Prepare and process client service requests, including
    • Beneficiary changes
    • Address changes
    • Banking updates
    • Other account maintenance requests
  • Ensure accuracy and maintain client information in Redtail
  • Prepare conference rooms and welcome clients
  • Support deceased client and estate settlement processes
  • Manage client offboarding and account closures
  • Initiate workflows for money movement requests
  • Set up recurring distributions
  • Scan and process incoming checks

• Provide feedback and recommendations to enhance client service through improvements in operational workflows and processes
• Assist with firm-wide initiatives and special projects

PROFESSIONAL DEVELOPMENT & TRAINING

We are committed to investing in the growth of our team members. You will have the opportunity to:

• Enroll in and develop a CFP® education plan,
• Complete CFP coursework and capstone requirements
• Develop proficiency in custodial platforms, Tamarac Reporting, and Redtail CRM
• Master River Wealth Advisors processes and Standard Operating Procedures (SOPs)
• Continuously expand industry knowledge and operational expertise
• Develop the knowledge and skills necessary to independently support advisors and clients

EDUCATION AND LICENSING

• Bachelor's degree

COMPENSATION AND BENEFITS

• Competitive salary
• Quarterly bonus program after one full quarter of employment
• 90% employer-paid employee health insurance coverage
• Employer HSA contribution to match employee contribution
• Employer paid short- and long-term disability coverage
• Unlimited PTO
• 401k plan with Employer Safe Harbor contribution

SCHEDULE AND WORK ENVIRONMENT

• Hours are 8:30 a.m. to 5:00 p.m.
• River Wealth Advisors operates as a highly collaborative team across our Allentown, Camp Hill, and Lancaster offices, utilizing virtual communication and technology to work seamlessly together
• Candidates should be comfortable working in a technology-driven, multi-office environment with frequent virtual collaboration
• Occasional travel to our Camp Hill and Lancaster offices (typically 1-2 times per month) is expected
• Occasional work-from-home flexibility available after successful completion of the 90-day introductory period
• Position requires employee to pay $100/month for parking in garage adjacent to office building