Client Service Administrator
About The Position
Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. They are a high growth, private equity backed, multi-branch Registered Investment Advisor focused on client well-being and education. The Client Service Department aims for service excellence, with Client Service Administrators managing local office operations, supporting advisors, and ensuring an exceptional client experience. This is a full-time exempt position with a hybrid schedule, offering a salary range of $75-$85K.
Requirements
- Passion for excellent service and client satisfaction
- Excellent verbal and written communication skills
- Minimum 3-5 years of financial services industry and client service experience preferred
- Strict attention to detail with high quality results
- Ability to multi-task and prioritize work daily
- Approachable to all staff
- Strong organizational, problem-solving, and analytical skills
- Effective coaching skills for employee mentoring and development
- High degree of professionalism and leads by example
- Proficient with Microsoft Office applications as well as Client Relationship Management (CRM) and Document Management workflow systems
Nice To Haves
- BS/BA degree preferred
Responsibilities
- Act as key point person in managing all local office operations
- Delivering exceptional service experiences with every client interaction
- Key resource for Integration Team and partner advisor(s) in leading firm integrations
- Managing office functions - key contact for vendors, custodians and advisors
- Specialized knowledge of products and services
- Managing and reviewing calendars for advisors and preparing appropriate materials based on upcoming appointments
- Completing all aspects of new client account onboarding and funding
- Processing client service transaction requests
- Ability to handle multiple advisors’ book of business and complex service situations
- Providing notary services for client transactions
- Consistently demonstrates outstanding quality and accuracy of all work
- Expert knowledge of workflows and policies (custodian subject matter expert)
- Creating and updating procedures and workflows
- Mentoring employees for skill development and career growth
- Identifies process improvements and partners with leaders to implement changes – brings best practices from partner firms
- Consistently demonstrating Allworth’s guiding principles
Benefits
- Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
- Dental insurance with MetLife
- Vision insurance with VSP
- Optional supplemental benefits
- Healthcare savings accounts with company contribution
- Flexible spending accounts
- Flexible working arrangements
- Generous 401K contributions
- Flexible paid time off policy for exempt associates
- 15 days of paid time off annually during the first three years of employment for Non-Exempt associates
- 11 Paid Holidays
- Option to participate in our Equity Purchase Program
- Future growth opportunities within the company
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
