Client Service Associate

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

Client Service Associate

The 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 and 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.
• Adapt quickly 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 a related business field is preferred.
• 3+ years of experience in administrative/operations management within a financial or professional services environment.
• Series65 license or ability to obtain license within 3 months of hire.
• ASPPA Qualified 401(k) Administrator designation obtainable.
• 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.
• 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.

Salary Range: $60,000 - $70,000.

Benefits

• Medical/dental/vision insurance.
• Life insurance.
• Flexible spending accounts for medical and dependent day‑care expenses.
• Short‑term and long‑term disability.
• Competitive paid time off.
• 401(k) with employer match and profit‑sharing.

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.

To apply or request assistance with your application, please contact our HR team at 717.394.5666 or [e-mail].