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Client Service Administrator

Allworth Financial -
Sacramento, CA

Apply Now

Job Details

Full-time
$75,000 - $85,000 a year
7 days ago

Benefits

Health savings account
Paid holidays
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance

Qualifications

Optimizing workflow processes
Customer communication
Investment advisory support
Financial services customer support
Office activity coordination
Customer relationship building
Account maintenance
Financial transaction processing
Bachelor of Science
Investment operations
Coaching
Vendor coordination
Mid-level
Managing clients in a customer support role
Client database systems
Team development
Analysis skills
Policy & process development
Managing clients in a finance role
Task prioritization
Client services
Quality improvement
Investment account customer support
Mentoring
Financial services
Certified Notary Public
CRM system proficiency
Productivity software
Office management
Appointment scheduling

Full Job Description

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.

SUMMARY:

Our 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. Client Service Administrators are highly‐skilled representatives that have demonstrated advanced proficiency in all Client Service work.

This is a full-time exempt position with the ability to work a hybrid schedule. The salary range for this position is $75- $85K.

DUTIES AND 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

QUALIFICATIONS:

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
BS/BA degree preferred

BENEFITS

We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:

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
Exempt associates qualify for our flexible paid time off policy
Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
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

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

Allworth Financial participates in E-Verify. Click here for more information.

California residents, click here for our privacy policy.

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