Client Service Administrator

About the role

Client Service Administrators manage local office operations, support partner advisors, and consistently deliver an exceptional wealth management client experience. This is a full-time exempt position with the ability to work a hybrid schedule.

Responsibilities

• Act as key point person in managing all local office operations
• Deliver exceptional service experiences with every client interaction
• Serve as key resource for Integration Team and partner advisor(s) in leading firm integrations
• Manage office functions—key contact for vendors, custodians, and advisors
• Apply specialized knowledge of products and services
• Manage and review calendars for advisors and prepare appropriate materials based on upcoming appointments
• Complete all aspects of new client account onboarding and funding
• Process client service transaction requests
• Handle multiple advisors’ book of business and complex service situations
• Provide notary services for client transactions
• Demonstrate outstanding quality and accuracy of all work
• Apply expert knowledge of workflows and policies (custodian subject matter expert)
• Create and update procedures and workflows
• Mentor employees for skill development and career growth
• Identify process improvements and partner with leaders to implement changes—brings best practices from partner firms
• Consistently demonstrate Allworth’s guiding principles

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
• BS/BA degree preferred

Pay

The salary range for this position is $75,000–$85,000.

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
• Exempt associates qualify for flexible paid time off policy
• Non-exempt associates receive 15 days of paid time off annually during the first three years of employment
• 11 paid holidays
• Option to participate in Equity Purchase Program (contract, intern, and part-time employees are not eligible)
• Future growth opportunities within the company

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