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Client Support Service Associate

Allworth FinancialSacramento, California, United States
On-site Full-time $60K/yr - $70K/yr

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Experience Level

Entry Level

Qualifications

Strong communication skills with the ability to engage effectively with clients via phone and email. Excellent organizational skills for scheduling and coordinating client appointments. Detail-oriented with experience processing transactions and handling paperwork in accordance with established policies. Ability to assist in onboarding new clients to ensure a welcoming experience. Proficient in collaborating with custodians and internal teams to resolve client account issues.

About the job

Allworth Financial (www.allworthfinancial.com) is a premier independent investment advisory firm dedicated to empowering clients through strategic retirement planning, investment advising, and comprehensive 401(k) management. Our direct approach to financial planning ensures that clients receive tailored advice that aligns with their long-term and short-term financial objectives.

Founded in Sacramento, California in 1993, Allworth Financial has evolved into a high-growth, private equity-backed, multi-branch Registered Investment Advisor. As a fee-based, employee-centric fiduciary advisory firm, we prioritize client well-being and education. Our firm is multi-billion dollar in size and is poised for continued expansion through strategic acquisitions and robust organic growth. Recognized as one of America’s most desirable workplaces, Allworth Financial was honored with the prestigious “Circle of Excellence” award by the National Business Research Institute in 2021, reflecting our commitment to employee and client satisfaction. Additionally, we are proud to be recognized as one of Barron’s Top 40 RIAs in 2024.

SUMMARY:

We are seeking a dedicated Client Support Service Associate to join our Service Team, where excellence in client care is our top priority. This full-time, on-site position in our Sacramento office entails providing exceptional administrative support to our financial advisory team, ensuring a seamless experience for our clients. Responsibilities include addressing day-to-day client requests, processing transactions, managing inquiries, and overseeing account-related documentation. The ideal candidate will collaborate closely with senior team members to uphold our high standards of service and contribute to the efficient operation of client services.

This position offers a competitive base salary ranging from $60,000 to $70,000, with an opportunity for annual performance-based bonuses.

About Allworth Financial

Allworth Financial is an innovative investment advisory firm committed to helping clients achieve their financial goals through personalized service and education. Our employee-focused culture and proven track record of growth make us a leader in the financial advisory space.

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