Client Service Associate

322 North Shore Drive, Building 1B, Suite 200 Pittsburgh, PA 15212

Job Title: Client Service Associate

Company: North River Wealth Advisors (www.northriverwealth.com)

About Us: North River Wealth Advisors is a growing Registered Investment Advisor focused on providing investment management and financial planning services for multigenerational families. What makes us different is the financial planning support we provide for your entire family, our unwavering commitment to exceptional service and the personal touch we bring in working with our clients. Our core values of simplicity, integrity, and gratitude drive everything we do in our business.

Location: Pittsburgh, PA. Our firm is in the north hills of Pittsburgh. This is a hybrid job – there will be in- person and remote work involved.

Schedule: This is a part-time position, with flexibility in hours (~20 hours/week). There is potential to expand into a full-time position in the future.

Interview Process: If selected to participate, there will be two rounds of interviews. The first round will consist of two initial 30-minute interviews. Candidates selected to proceed will then take part in a final interview.

Compensation: $35/hour

Application Deadline: February 2, 2024

How to Apply: Interested candidates are invited to submit their resume and a cover letter explaining their interest in the position. Please include "Client Service Associate" and your name in the subject line.

Job Description: As a Part-Time Client Service Associate, you will be the third employee of the firm and play a crucial role in enhancing the overall client experience by providing excellent support and assistance. This position is ideal for someone who wants to play an integral role in growing and expanding our business.

Core Job Responsibilities:

1. Client Communication:

• Engage with clients via phone, email, and other communication channels to address inquiries, provide information, and offer assistance.
• Ensure timely and professional responses to client requests and concerns.

2. Client Onboarding:

• Assist in the onboarding process for new clients, ensuring a smooth transition and positive initial experience.

3. Documentation and Record Keeping:

• Maintain accurate and organized client records.
• Create workflows to document and streamline internal processes.
• Assist in the preparation of necessary documentation for client meetings and transactions.
• Tracking and updating key client information.

4. Administrative Support:

• Collaborate with the team to streamline administrative processes.
• Handle routine administrative tasks related to client accounts.
• Schedule meetings with existing clients.

Qualifications:

• Excellent communication and interpersonal skills.
• Strong organizational abilities with a keen attention to detail.
• Knowledge of financial markets and investment principles related to wealth management preferred.
• Previous experience in customer service or client support roles preferred.
• Knowledge of Schwab systems preferred.
• Proficient in MS Office Suite and Client Relationship Management software.
• Experience in using LinkedIn, Facebook, Instagram, other social media platforms preferred.

North River Wealth Advisors LLC (“NRWA”) is a registered investment advisor offering advisory services in the State of Pennsylvania and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of our website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by NRWA in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

North River Wealth Advisors is an equal opportunity employer and encourages candidates from all backgrounds to apply.

Job Type: Part-time

Pay: $35.00 per hour

Expected hours: 20 per week

Benefits:

• Work from home

Schedule:

• Monday to Friday

Work Location: Hybrid remote in Pittsburgh, PA 15212