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Customer Relationship Coordinator

2 months ago

Roseville, California, United States Allworth Financial Full time

Client Engagement Specialist

Allworth Financial is a distinguished independent firm focused on retirement strategy, investment consulting, and 401(k) administration. Established in 1993, Allworth is committed to the well-being and education of its clients. As a rapidly growing, multi-billion dollar organization, Allworth is recognized for its outstanding client service. In the role of Client Engagement Specialist, you will collaborate closely with advisory partners to provide tailored service and guarantee client satisfaction.

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

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