Client Service Manager
4 weeks ago
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 2022.
SUMMARY:
The Premier Client Services Manager partners closely with the external sales team, who are working to sell Allworth’s financial advice solutions to prospective clients referred by our outside partners, to provide a superior client onboarding experience. They provide workflow direction to the broader Premier Client Services Team and serve as a key liaison between newly referred clients and their Allworth advisors. Responsible for all aspects of the onboarding experience for referral program clients, including financial account paperwork preparation, completion, and account funding; the Premier Client Services Manager is critical to the high-touch experience and service delivery Allworth clients expect.
The Premier Client Services Manager works actively as part of a cross-functional, centralized support team to: (1) Oversee and provide superior customer service and support to seamlessly onboard all new referral clients, including the preparation and delivery of new account documents; (2) Coordinate with all internal and external parties to ensure timely completion of documents and funding of financial accounts; (3) Provide workflow direction to the broader Premier Client Services Team and help train and mentor incoming Specialists; and (4) Maintain superior knowledge of program-specific rules and systems and serve as a knowledge base to the sales field and clients regarding nuances.
DUTIES AND RESPONSIBILITIES:
New referral client onboarding (30%):
Provide superior customer service and ongoing support to seamlessly onboard new referral clients to Allworth
Prepare onboarding paperwork packets, including new account documents, for incoming clients
Ensure expedient delivery and timely completion of new account documents
Coordinate the opening and funding of investment accounts, which may consist of individual, organization retirement, and/or trust accounts
Enter all pertinent new client account information and onboarding notes in CRM
Adhere to best-in-class response and turnaround times throughout the new client onboarding process
External & internal relationship management (30%)
Deliver an exceptional onboarding experience to all incoming referral clients
Actively build personal relationships with clients, advisors, sales reps, referral partners, and all external parties involved in the onboarding process
Partner with sales representatives and advisor teams to achieve best-in-class service execution
Remove any roadblocks for clients and focus on ease of doing business
Customize exceptional service to each incoming client and demonstrate ownership, with timely completion, of their requests
Service team oversight (25%)
Set the bar with high quality and accuracy of work
Understand and train on department and program workflows, policies and procedures to submit requests correctly and in a timely fashion
Mentor incoming Specialists for skill development and career growth
Identify internal process and system improvements and partner with leadership to implement changes
Sales team support (15%)
Maintain superior knowledge of program-specific rules and systems and serve as a knowledge base to the sales field and clients regarding nuances
Help to build out the necessary processes and system requirements to facilitate a seamless central client services experience for referral program clients
Support implementing enhancements and changes to CRM, and other internal systems, as necessary
EXPERIENCE AND QUALIFICATIONS:
4-year degree in finance, business or related
7+ years of client service support or related RIA or wealth management industry experience
Previous management experience leading a service team
Working knowledge of Salesforce or a similar CRM
Superior organizational skills and attention to detail
Excellent verbal and written communication skills
Independently motivated with the ability to work across multiple teams
Well-suited for a fast-paced environment with shifting priorities and goals
Strong ethics and integrity with a commitment to maintaining confidentiality
Emotionally intelligent and a natural relationship builder
Must be in good compliance standing with all rules, regulations and policies
Base pay $95K-120K plus 10-15% annual target bonus
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 (HMO, 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 25.5 days of paid time off annually, which includes holidays, during the first three years of employment.
Option to participate in our Equity Purchase Program
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.
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For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.
As set forth in Allworth Financial’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.
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If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:
A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.
A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.
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An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.
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