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