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Jobs at RKL LLP (Now Hiring) — 6 open

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Client Service Associate

Reading, Pennsylvania, United States · On-site

$60k–$70k/yr

Mid level

The Client Service Associate performs tasks and duties related to delivering an exceptional client experience. They are responsible for ensuring execution of all tasks related to client service including timely and accur…

Skills: Client Relationship Management, Communication Skills, Problem Solving, Multitasking, Attention To Detail

RKL LLP logoRKL LLP

Application Integration Specialist

Lancaster, Pennsylvania, United States · Hybrid

$75k–$85k/yr

Mid level

The Application Integration Specialist manages desktop and web-based application software solutions typically purchased from third party vendors with a strong understanding of network protocols and infrastructure. They w…

Skills: Application Integration, API Management, Artificial Intelligence, Automation, Cybersecurity

RKL LLP logoRKL LLP

Senior Portfolio Manager

Lancaster, Pennsylvania, United States · On-site

$140k–$160k/yr

Senior

The Senior Portfolio Manager is responsible for managing the firm’s investment strategy to better service clients while ensuring alignment with internal stakeholders. Overseeing client portfolios and assets under managem…

Skills: Portfolio Management, Investment Strategy, Asset Allocation, Financial Planning, Compliance

RKL LLP logoRKL LLP

Transaction Advisory Consulting Manager

Exton, Pennsylvania, United States · Hybrid

$110k–$130k/yr

Senior

The Manager possesses a strong level of industry knowledge and exemplary consulting skills to manage both the client relationship and the junior team. Their primary focus is project management as they are responsible for…

Skills: Project Management, Client Relationship Management, Financial Analysis, Problem Solving, Team Leadership

RKL LLP logoRKL LLP

Nonprofit Audit Manager

Allentown, Pennsylvania, United States · Hybrid

$100k–$120k/yr

Senior

The Nonprofit Audit Manager oversees the audit process while helping clients solve complex operational issues from strategy to execution. They provide valuable insights in managing risk and improving operational performa…

Skills: Audit Management, Leadership, Coaching, Financial Reporting, Risk Management

RKL LLP logoRKL LLP

Senior FP&A Specialist

Lancaster, Pennsylvania, United States · Remote OK

$90k–$110k/yr

Senior

The Senior FP&A Specialist acts as a primary client contact, leads solution design discussions, provides strategic recommendations, and helps ensure projects are delivered on time, within scope, and aligned to client nee…

Skills: Financial Planning & Analysis, Project Management, Solution Design, Budgeting, Forecasting

RKL LLP logo

Client Service Associate

RKL LLP

Reading, Pennsylvania, United States • On-site

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Mid level

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  • $60k–$70k/yr
  • Full-time
  • associate degree, bachelor degree
  • Posted 6d ago
  • ~40 hrs/week

Responsibilities

The Client Service Associate is responsible for delivering an exceptional client experience through timely responses, onboarding, and account maintenance. They collaborate with Advisors to manage documentation, meeting preparation, and investment reporting while maintaining strict confidentiality.

Requirements

Candidates should have an Associate's or Bachelor's degree and at least 3 years of administrative experience in financial services. A Series 65 license or the ability to obtain one within 3 months is required, along with proficiency in Microsoft Office.

Full job description

The Client Service Associate performs tasks and duties related to 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

Success Factors

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
  • Handle multiple tasks at one time and respond to client and coworker requests in a timely manner
  • Demonstrate awareness and adherence to firm policies and procedures
  • Maintain confidentiality with external client information as well as internal employee and firm information

People Management/Relationships

  • Take initiative to be a team player (seek out opportunities to help others)
  • Treat everyone with respect; develop loyalty and trust within the team
  • Successfully adapt to different personalities and working styles
  • Proactively and effectively communicate information regarding status issues to team members
  • Hold self‐accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions

Required Skills

  • Strong communication skills, written and verbal, to effectively interface with all levels of firm management and staff; ability to communicate issues and conclusions in a clear, concise and professional manner
  • Problem solving skills; ability to shift focus and adapt to changes
  • Ability to create and drive a positive business culture
  • Strong multitasking skills with ability to prioritize work as necessary
  • Consistently accurate with great attention to detail and organization

Education, Experience and Certifications

  • Associate’s degree or commensurate experience. Bachelor’s degree in related business field is preferred
  • 3+ years of experience administrative/operations management within a financial or professional services environment
  • Series 65 license or ability to obtain license within 3 months of hire
  • ASPPA Qualified 401(k) Administrator designation able to be obtained
  • Knowledge of general investment and finance principles/strategies (e.g. Retirement plans, trusts, stock market etc.)
  • Firm understanding of wealth management, taxable vs non‐taxable accounts and other industry‐ specific practices
  • Proficiency with Microsoft Office Suite (Word, Excel and Outlook)

Essential Functions

  • Must be able to remain in a stationary position as needed
  • The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.
  • Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
  • Ability to communicate in a professional manner and exchange information with internal and external actors as needed
  • Ability to lift/carry up to 20 pounds
  • Ability to work outside of normal business hours and weekends as needed
  • Ability to travel to local and non‐local clients as needed, overnight travel may be required
  • This job description is subject to change at any time and employee will be given additional responsibilities as assigned

Salary Range:

$60,000 - $70,000

Related keywords

Series 65ASPPA401(k) AdministrationWealth ManagementCRMMicrosoft Office SuiteInvestment PrinciplesTaxable AccountsNon-taxable AccountsFinancial ServicesAccount BillingClient Onboarding

About RKL LLP

LinkedInVisit site
Industry
Accounting
Company size
501-1,000 employees
Headquarters
Lancaster, PA
LinkedIn followers
14,452

We are RKL, a leading advisory firm focused on delivering solutions that help organizations navigate everyday complexities and get to the next level, however they define it. We tap into a wide range of services — tax, accounting, financial management, workforce strategies, private wealth, technology and more — to deliver solutions that help organizations and their leaders navigate everyday complexities and get to the next level, however they define it. Fueled by the talent and dedication of nearly 600 professionals, we're consistently ranked among the nation's top firms and Pennsylvania's "Best Places to Work," and earned a Best of Accounting Client Satisfaction award for our world-class Net Promoter Score. Learn more at rklcpa.com. Follow us on LinkedIn for the latest insights, trends and strategies from RKL experts, as well as firm news and community engagement. You can also connect with us on Twitter (@RKLcpa) and Facebook (https://www.facebook.com/rklcpa). Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.

Offices: 1800 Fruitville Pike, Lancaster, PA 17601, US · 1330 Broadcasting Road, Wyomissing, PA 19610, US · 3501 Concord Road, Suite 250, York, PA 17402, US · 320 Market Street, Suite 373 East, Harrisburg, PA 17101, US · 91 Cumberland Pkwy, Mechanicsburg, Pennsylvania 17055, US

Certified Professional Accountants and ConsultantsAudit ServicesTax ServicesSmall Business ServicesBusiness Consulting ServicesBusiness Valuation & Litigation Support ServicesIT Consulting Servicesand Investment Advisory ServicesAccountingInformation Technology
View all jobs at RKL LLP

About RKL LLP

LinkedInVisit site
Industry
Accounting
Company size
501-1,000 employees
Headquarters
Lancaster, PA
LinkedIn followers
14,452

We are RKL, a leading advisory firm focused on delivering solutions that help organizations navigate everyday complexities and get to the next level, however they define it. We tap into a wide range of services — tax, accounting, financial management, workforce strategies, private wealth, technology and more — to deliver solutions that help organizations and their leaders navigate everyday complexities and get to the next level, however they define it. Fueled by the talent and dedication of nearly 600 professionals, we're consistently ranked among the nation's top firms and Pennsylvania's "Best Places to Work," and earned a Best of Accounting Client Satisfaction award for our world-class Net Promoter Score. Learn more at rklcpa.com. Follow us on LinkedIn for the latest insights, trends and strategies from RKL experts, as well as firm news and community engagement. You can also connect with us on Twitter (@RKLcpa) and Facebook (https://www.facebook.com/rklcpa). Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.

Offices: 1800 Fruitville Pike, Lancaster, PA 17601, US · 1330 Broadcasting Road, Wyomissing, PA 19610, US · 3501 Concord Road, Suite 250, York, PA 17402, US · 320 Market Street, Suite 373 East, Harrisburg, PA 17101, US · 91 Cumberland Pkwy, Mechanicsburg, Pennsylvania 17055, US

Certified Professional Accountants and ConsultantsAudit ServicesTax ServicesSmall Business ServicesBusiness Consulting ServicesBusiness Valuation & Litigation Support ServicesIT Consulting Servicesand Investment Advisory ServicesAccountingInformation Technology
View all jobs at RKL LLP

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