Client Service Associate - Financial Planning & Wealth Advisory Services

Location:

Wilmington, DE (in-office T,W,TH)

Type:
Full-Time

At Rivers Edge Advisors, we believe clarity and confidence are the foundation of every sound financial decision. As a fee-based financial planning, wealth management, tax, and business advisory firm, we're passionate about helping clients reach their goals through thoughtful, strategic planning.

We're growing and we're looking for a Client Service Associate (CSA) to join our team. This role supports both our Financial Planning and Wealth Advisory Services practices and is ideal for an experienced, detail-oriented professional who thrives in a fast-paced environment and takes pride in delivering high-touch, personalized service.

What You'll Do

In this role, you'll play a key part in delivering the exceptional client experience Rivers Edge is known for. You'll support our advisors and clients across both Financial Planning & Wealth Advisory Services, managing details with precision, communicating proactively, and ensuring every interaction reflects our commitment to excellence.

Client Relationship Management

• Serve as the primary point of contact for assigned Financial Planning & Wealth Advisory clients.
• Deliver a seamless, proactive, and professional experience across all stages of the client relationship.
• Manage onboarding, account maintenance, and ongoing service needs across multiple custodians and account types.
• Communicate with clients via phone, email, and in-person meetings to address requests, troubleshoot issues, and provide updates.
• Ensure timely completion of all meeting follow-up items.
• Maintain accurate and compliant client records within our CRM and custodial systems.

Operational & Administrative Support

• Prepare and process account paperwork for openings, transfers, and maintenance with precision.
• Coordinate with custodians to ensure timely execution of client requests.
• Support the implementation of investment solutions under Advisor guidance.
• Partner with Advisors to improve workflows and elevate client service standards.

Financial Planning & Wealth Advisory Support

• Gather and organize client financial data for planning and reporting.
• Support the coordination of annual plan reviews and wealth advisory meetings.
• Track and manage client requests to ensure timely resolution and an exceptional client experience.

What We're Looking For

We're looking for team members who are driven, detail-oriented, and client-focused. If you thrive in a collaborative environment, love solving problems, and take pride in delivering exceptional service, you'll fit right in at Rivers Edge.

• Bachelor's degree in finance, business, or a related field.
• Strong written and verbal communication skills with a client-first mindset.
• Exceptional attention to detail, organization, and time management.
• Comfortable working both independently and collaboratively in a team environment.
• Familiarity with financial planning, wealth advisory, and CRM tools (e.g., eMoney, Nitrogen, Orion, Schwab, Salesforce) is a plus.
• A self-starter with strong problem-solving skills and a passion for learning and growth.

What We Offer

At Rivers Edge, we believe that taking care of our team is just as important as taking care of our clients. We're proud to offer a work environment and benefits package that supports your career growth, well-being, and quality of life - all while keeping things lively and collaborative.

• A lively, supportive, and collaborative work environment in the heart of downtown Wilmington
• Multiple healthcare plan options to fit your needs
• Dental and vision coverage for you and your family
• 401(k) Retirement Plan with employer contribution, helping you invest in your future
• Firm-paid parking for convenient downtown access
• Paid time off to recharge and relax
• Paid holidays and bereavement leave to honor life's moments that matter most
• Paternity leave to support growing families
• Work-from-home (WFH) days for added flexibility and balance
• Office perks including snacks, coffee, and our crowd favorite - Free Lunch Wednesdays

At Rivers Edge, we know that great work starts with great people and we strive to make this a place where you'll love coming to work every day.