Client Service Associte
Rivers Edge Advisors
About this role
RiversEdge Advisors is seeking a client-focused, detail-oriented Client Service Associate to support financial planning and wealth advisory services. The role involves managing client relationships, providing administrative support, and assisting with financial data and reporting to ensure an exceptional client experience.
Skills
Qualifications
About Rivers Edge Advisors
riversedgeadvisors.comRivers Edge Advisors is a boutique wealth management and financial advisory firm that provides personalized financial planning and investment management for individuals, families, and small institutions. Their services typically include retirement planning, portfolio construction, tax-aware investing, and estate-plan coordination, delivered through a goals-based process. The firm emphasizes a fiduciary approach with transparent fee structures and ongoing client communication, coordinating with clients’ CPAs and attorneys as needed. Experienced advisors combine customized advice with modern portfolio and reporting tools to help clients pursue long-term financial objectives.
About Rivers Edge Advisors
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
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View leadership team, funding history,
and employee contacts for Rivers Edge Advisors.
Salary
$40k – $50k
per year