About The Role

We are looking for a proactive, detail-oriented Client Service Associate (CSA) to join our growing team at Rivertree.

The CSA plays a critical role in delivering an exceptional client experience by handling client communications, scheduling, paperwork, and process workflows. You will be the first point of contact for clients-helping them feel supported and cared for—while also ensuring our internal systems and processes run smoothly.

Rivertree Wealth is an independent RIA firm specializing in retirement planning for people age 50+. We are growing quickly due to our YouTube channel and podcast.

This is a fully remote position and an opportunity to jump into a fast-growing firm where you will directly impact both our clients’ lives and the efficiency of our operations.

Job Responsibilities

• Serve as the first point of contact for client communication via phone, email, and scheduling systems.
• Manage meeting scheduling, confirmations, and reminders to ensure a seamless client experience.
• Prepare paperwork for new accounts, transfers, and service requests; track and follow up until completion.
• Maintain accurate records in our CRM and workflow systems, ensuring all client information and tasks are up to date.
• Proactively monitor client service workflows and ensure nothing falls through the cracks.
• Assist with preparing client deliverables (meeting agendas, follow-up notes, action items).
• Support the lead advisors by handling administrative and operational tasks that allow them to focus on planning and client relationships.
• Collaborate with team members to improve and refine client service processes.

Essential Skills

• Excellent communication and interpersonal skills—warm, professional, and confident with clients.
• Strong organizational skills with the ability to juggle multiple tasks and deadlines.
• Exceptional attention to detail and thorough follow-up.
• Tech-savvy and comfortable navigating CRM systems, custodial platforms, and scheduling tools.
• Ability to thrive in a fast-paced, growing firm.
• Self-motivated with a “take ownership” mindset.
• Ability to communicate well over video
• Positive, solutions-oriented attitude with clients and team members.

What You Won’t Be Doing

• Cold-calling or sales prospecting.
• Financial planning, investment research, or portfolio management.
• Sitting quietly waiting for tasks—this role requires proactive ownership of workflows.
• Serving as someone’s personal assistant unrelated to client service.

Job Requirements

• Minimum 2 years of experience in financial services, client service, or administrative support role (RIA, broker-dealer, insurance, or banking experience preferred).
• Strong written and verbal communication skills.
• Comfortable working fully remote.
• Clean background check.

Compensation & Benefits

• Base Salary: $50,000 – $70,000 (dependent on experience & skill level).
• Benefits include paid holidays and PTO (15 PTO days, increasing annually), and 401(k) with company match.
• Provision of resources to set up a remote workspace (computer, monitor, desk, and other tech equipment).
• Health, dental, and vision insurance

Application Process

• Complete the form below.
• I will email you with next steps.

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