Job Description

Why Choose RKL?

RKL offers a comprehensive benefits package as well as an ability to work with your day to day life. This includes:

• Hybrid working environment
• Full medical, dental, and vision coverage
• Commitment to work life balance
• Investment and complete buy-in to your career progress, through trainings, mentorships and advancement
• Certification reimbursement
• 401(k) match

Who We Are and What We Do

We are RKL, a leading advisory firm that helps organizations and their leaders take on everyday challenges and opportunities while preparing them for whatever comes next in their business.

RKL aspires to be a collaborative organization working for the collective success and benefit of one another, our clients and our communities.

About the Position

The Wealth Analyst – Client Service role consists of a two-year development program with primary responsibility in delivering an exceptional client experience. They are responsible for ensuring execution of all tasks related to client service including timely and accurate responses to all client requests, new client onboarding, information gathering, account setup and maintenance, meeting preparation and documentation, and investment reporting.

Responsibilities

• Works closely with Advisors to understand overall client financial situation to provide support in creating and delivering an exceptional client experience.
• Build and maintain client relationships and participate in meetings as needed
• Responsible for details and accuracy of all client service tasks including meeting preparation, note‐taking, documentation in the CRM program, completing new account documentation, proposal generation, account billing, transfers, deposits, withdrawals, distributions, and other account activity
• Collaborate with internal teams to resolve any client service related issues as they arise
• Work closely with internal team to review, monitor and enhance firm processes to improve client experience and attract new clients
• Receive, direct and handle telephone calls, faxes, emails and mail in a professional and courteous manner
• Ensure all documentation is completed accurately and in a timely manner to meet internal deadlines
• Maintain high level of organization and prioritize work appropriately to meet deadlines
• Carry out duties in compliance with all state and federal regulations and guidelines
• Develop short and long term goals with the ability to execute effectively
• Actively listen to team members to understand their needs; respond to requests in a timely ­manner; provide appropriate resolution of conflicts
• Maintain confidentiality with external client information as well as internal employee and firm information
• Other duties as assigned

This position prefers a candidate with an Associates or Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or another similar related field. This person should be detail oriented and wants to be a sponge. Soft skills are very important for client and team interaction on the phone, in person, or via Zoom.

If you are passionate about the work you do and want to join an amazing team that will invest in your future, we want you here ! For more information regarding our open position and the services we provide, visit our website at

RKL is an equal opportunity employer and considers all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.

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