Client Service Associate

Rkl Llp; Reading (Berks County); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical/dental/vision insurance

401(k) with employer match and profit‑

Paid time off

Job summary

RKL LLP in Reading, PA is seeking a Client Service Associate to deliver an exceptional client experience. You will support advisers, handle onboarding and account setup, prepare meetings, and ensure accurate investment reporting.

The role requires strong communication, problem solving, and high attention to detail. A 2-year degree or equivalent, plus 3+ years in financial services, and Series 65 or ability to obtain it within 3 months are preferred. Proficiency with Microsoft Office is essential.

Qualifications

• Strong written and verbal communication with clients and internal teams.
• Proven problem solving and decision-making abilities.
• Excellent organization and attention to detail in a fast-paced environment.
• Ability to multitask and manage multiple client requests efficiently.

Responsibilities

• Build and maintain client relationships and participate in meetings as needed.
• Assist Advisors with client service tasks including onboarding, documentation, and reporting.
• Ensure accuracy of CRM entries, meeting notes, and account documentation.
• Coordinate with internal teams to resolve client service issues promptly.
• Prepare proposals and manage billing, transfers, and account activity.

Skills

Communication skills

Problem solving

Attention to detail

Multitasking

Education

Associate degree or commensurate experience

Bachelor’s degree in business

Tools

Microsoft Office

Job description

## Client Service AssociateApplyremote type: In-Officelocations: Reading, PAtime type: Full timeposted on: Posted Yesterdayjob requisition id: R1538The Client Service Associate performs tasks and duties related to delivering an exceptional client experience. They are responsible for ensuring execution of all tasks related to client service including timely and accurate responses to all client requests, new client onboarding, information gathering, account setup and maintenance, meeting preparation and documentation, and investment reporting# Success Factors## Responsibilities* Works closely with Advisors to understand overall client financial situation to provide support in creating and delivering an exceptional client experience.* Build and maintain client relationships and participate in meetings as needed* Responsible for details and accuracy of all client service tasks including meeting preparation, note‐taking, documentation in the CRM program, completing new account documentation, proposal generation, account billing, transfers, deposits, withdrawals, distributions, and other account activity* Collaborate with internal teams to resolve any client service related issues as they arise* Work closely with internal team to review, monitor and enhance firm processes to improve client experience and attract new clients* Receive, direct and handle telephone calls, faxes, emails and mail in a professional and courteous manner* Ensure all documentation is completed accurately and in a timely manner to meet internal deadlines* Maintain high level of organization and prioritize work appropriately to meet deadlines* Handle multiple tasks at one time and respond to client and coworker requests in a timely manner* Demonstrate awareness and adherence to firm policies and procedures* Maintain confidentiality with external client information as well as internal employee and firm information## People Management/Relationships* Take initiative to be a team player (seek out opportunities to help others)* Treat everyone with respect; develop loyalty and trust within the team* Successfully adapt to different personalities and working styles* Proactively and effectively communicate information regarding status issues to team members* Hold self‐accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions# Required Skills* Strong communication skills, written and verbal, to effectively interface with all levels of firm management and staff; ability to communicate issues and conclusions in a clear, concise and professional manner* Problem solving skills; ability to shift focus and adapt to changes* Ability to create and drive a positive business culture* Strong multitasking skills with ability to prioritize work as necessary* Consistently accurate with great attention to detail and organization# Education, Experience and Certifications* Associate’s degree or commensurate experience. Bachelor’s degree in related business field is preferred* 3+ years of experience administrative/operations management within a financial or professional services environment* Series 65 license or ability to obtain license within 3 months of hire* ASPPA Qualified 401(k) Administrator designation able to be obtained* Knowledge of general investment and finance principles/strategies (e.g. Retirement plans, trusts, stock market etc.)* Firm understanding of wealth management, taxable vs non‐taxable accounts and other industry‐ specific practices* Proficiency with Microsoft Office Suite (Word, Excel and Outlook)# Essential Functions* Must be able to remain in a stationary position as needed* The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.* Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer* Ability to communicate in a professional manner and exchange information with internal and external actors as needed* Ability to lift/carry up to 20 pounds* Ability to work outside of normal business hours and weekends as needed* Ability to travel to local and non‐local clients as needed, overnight travel may be required* This job description is subject to change at any time and employee will be given additional responsibilities as assigned**Salary Range:**$60,000 - $70,000### About Us*What makes RKL a dynamic professional services leader and an employer of choice in Pennsylvania? A focus on people, whether that’s earning the trust and respect of our clients, growing as people and professionals, serving our communities or forming bonds with colleagues. Our people are the best of us and they fuel RKL’s continued growth and success.**Fostering a workplace culture that fulfills our team members both personally and professionally is central to the RKL mission. That’s why we offer robust learning and development, diverse career paths and experiences, abundant community service opportunities and social, team-building activities.****Benefits You’ll Receive:****RKL promotes a recognized culture of health and offers an extensive array of benefits to meet individual lifestyles, including but not limited to medical/dental/vision insurance, life insurance, flexible spending accounts for medical and dependent day care expenses and short-term/long-term disability. You’ll also receive competitive paid time off to pursue your interests or rest and recharge, and a 401(k) with employer match and profit-sharing to invest in your future.**All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.**It is RKL’s policy to make reasonable accommodation for qualified individuals with disabilities. Please contact our HR team at 717.394.5666 or* [e-mail] *if you are interested in applying and need assistance to submit your application, or if you are interested in a position and believe you may require a reasonable accommodation in order for you to perform its essential functions.*