Wealth Client Relations 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

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