RKL eSolutions LLC
The Client Service Associate is responsible for delivering an exceptional client experience through timely and accurate responses to client requests, onboarding new clients, and handling account setup, maintenance, and investment reporting. The role involves close collaboration with advisors and internal teams to ensure accurate documentation, resolve service issues, and continuously improve processes.
Headquarters
Lancaster, Pennsylvania, United States
Company Size
51-200 employees
Founded
2001
RKL eSolutions is a certified Sage ERP partner and have helped clients in industries from food production to manufacturing implement their ERP system.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for RKL eSolutions LLC.
16% below the average for this role