Job details
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Client Relationship Administrator
Allworth Financial is a high-growth, private equity-backed investment advisory firm looking for a Client Relationship Administrator to enhance client experiences and support integration efforts.
Skills
- Excellent communication skills
- Proficient in Microsoft Office
- CRM and Document Management proficiency
- Ability to multi-task and prioritize
Responsibilities
- Deliver exceptional client experience
- Partner with advisor team to set service standards
- Support client transitions
- Ensure seamless onboarding experience
- Coordinate client appointments and requests
- Submit transaction requests to processing team
Education
- High school diploma or GED required
- BS/BA degree preferred
Benefits
- Medical, dental, vision insurance
- Flexible working arrangements
- Generous 401K contributions
- Flexible paid time off policy
To read the complete job description, please click on the ‘Apply’ button
Allworth Financial Glassdoor Company Review
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FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
No info
LOCATION
SALARY RANGE
$70,000/yr - $85,000/yr
EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
August 14, 2024
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