Blue Rock RiversEdge is a financial planning firm in Wilmington, DE and we are seeking an Client Service Associate to join our team. We are a fee-based firm located right on the Christina River. The firm is seeking a new CSA to support our continued growth and to help manage existing client relationships. Find out more about us at our website: www.bluerockriversedge.com

Duties and Responsibilities include:

  • Prepare client meeting agendas, notes, and documents needed for client meetings.
  • Assist in the maintenance of the firm's CRM.
  • Process meeting notes, update contact management database, and assign and execute workflow tasks.
  • Process funds requests, account applications, account transfers and any other client/account related tasks needed.
  • Handle client issues and requests.
  • Assist in the maintenance of the firm document management system.
  • Provide administrative support to the firm partners.
  • Coordinate client meeting scheduling, including in-person and video meetings
  • Assist where needed – we are a small team and we all wear multiple hats

Position Requirements:

  • 2 years of experience in the financial service industry
  • Windows and Microsoft Office skills and ability to master new software.
  • Ability to handle sensitive and/or confidential client information.
  • Excellent administrative writing and verbal communication skills
  • Ability to work independently as well as within a team and prioritize tasks appropriately
  • Ability to manage your own time
  • High attention to detail
  • Excellent client service and relationship management skills

Salary and Benefits

  • Salary will be $45,000 - $60,000 based on experience
  • Partial healthcare after 90 days of employment with company match to HSA
  • Ability to work remotely on an as-needed basis with manager approval
  • 401(k) after one year of employment
  • Cash balance retirement plan
  • Personal and bereavement leave
  • Upbeat and lively working environment

The Process

Qualified candidates will be invited to schedule a 15-30 minute phone interview conducted by our consultant (who is the hiring manager for this position), then an in-person interview. If there is mutual ground on which to move forward, candidates will be asked to take a Caliper assessment, and then a second in-person interview. Successful candidates must pass a background and credit check.