Client Relationship Specialist

3 weeks ago

Dallas, United States Allworth Financial Full time

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 Relationship Specialist 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 are a key liaison between the new client and their Allworth advisors and work with all aspects of the client onboarding experience, including financial account paperwork preparation, completion, and account funding. The Premier Client Relationship Specialist is critical to the high-touch experience and service delivery Allworth clients expect.

The Premier Client Relationship Specialist works actively as part of a cross-functional, centralized support team to: (1) Provide superior customer service and support to seamlessly onboard 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; and (3) 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:

  1. New referral client onboarding (50%):
    • 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
  1. 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
  1. Sales team support (20%)
    • 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
    • Serve as the ultimate advocate and knowledge base for program priorities and initiatives

EXPERIENCE AND QUALIFICATIONS:
  • College degree in finance, business or related
  • 3+ years of client service support, sales support, or related RIA/wealth management or financial services industry experience
  • Working knowledge of Salesforce or a similar CRM a plus
  • 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
Pay range- $55-70K

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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