Rivertowne Advisors · 1 day ago
Client Associate
Beaver, PA
Full-time
Onsite
New Grad, Entry LevelRivertowne Advisors is dedicated to guiding families and individuals through the complexities of wealth management across generations. They are seeking a detail-oriented and client-focused Client Associate to support daily operations and deliver high-quality service to clients, handling routine account tasks and assisting with client onboarding.
Investment Management
Hiring Manager
Jenn Cepek
Responsibilities
Assist with opening new client accounts by accurately preparing and submitting required documentation
Support the client onboarding process to ensure a smooth and positive client experience
Monitor document status, including importing, scanning, and submitting client paperwork
Provide general administrative and operational support to branch management
Maintain, process, and update client files, records, and other documentation
Answer incoming phone calls and track inquiries as needed
Process money movement requests, including fund transfers, disbursements, and check deliveries
Communicate with the home office to transmit and receive operational information
Assist with audit preparation and compliance-related activities
Cross-train and support other operational functions as needed
Perform additional duties and projects as assigned
Qualification
Required
Experience with general office practices, procedures, and administrative support
Proficiency in standard office equipment and software applications (e.g., email, spreadsheets, databases, document management systems)
Strong organizational skills with the ability to manage multiple detailed tasks and shifting priorities in a fast-paced environment
Effective written and verbal communication skills with the ability to interact professionally at all organizational levels
Basic mathematical skills to support money movement and reporting tasks
High School diploma or equivalent required
Preferred
Familiarity with financial services or investment concepts is a plus but not required
Bachelor's degree in Accounting, Business Administration, Finance, or a related field preferred
FINRA licenses are a plus
Company
Rivertowne Advisors
We are Rivertowne Advisors, committed to empowering families and individuals to navigate the complexities of wealth management across generations.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase