Client Service Administrator

Allworth Financial•Denver, CO

1d•Hybrid

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. This is a full-time exempt position with the ability to work a hybrid schedule. The Client Service Department consistently strives for service excellence. Client Service Administrators manage local office operations, support partner advisors, and consistently deliver an exceptional wealth management client experience. They are highly skilled representatives with demonstrated advanced proficiency in all Client Service work.

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 (Contract, intern, and part-time employees are not eligible)
Future growth opportunities within the company