Client Services Consultant

2 weeks ago


Roseville, California, United States Allworth Financial Full time

Client Engagement Specialist

Allworth Financial is a reputable independent firm dedicated to retirement planning, investment guidance, and 401(k) administration. Established in 1993, Allworth emphasizes the importance of client welfare and education. As a rapidly growing, multi-billion dollar organization, they are renowned for their outstanding client support. In the role of Client Engagement Specialist, you will collaborate closely with advisory partners to provide tailored service and guarantee client satisfaction.

Key Responsibilities:
  • Provide an exceptional client experience
  • Foster relationships with clients and advisors
  • Facilitate a smooth onboarding process
  • Deliver personalized service for each client
  • Organize client meetings and requests
  • Process transaction requests accurately and promptly
  • Identify opportunities for process enhancements
Required Qualifications:
  • At least 3 years of experience in financial services
  • Commitment to service excellence and client satisfaction
  • Strong interpersonal and communication abilities
  • Excellent organizational and analytical skills
  • Proficient in Microsoft Office and CRM platforms
Benefits Offered:
  • Comprehensive medical, dental, and vision coverage
  • Healthcare savings and flexible spending options
  • 401K contributions
  • Flexible work arrangements
  • Generous paid time off policy
  • Equity Purchase Program

Become part of a collaborative and innovative environment at Allworth Financial, where your professional development is valued. Full-time employees receive a competitive salary and a comprehensive benefits package.


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