Client Engagement Specialist

1 week ago


Roseville, California, United States Allworth Financial Full time

Client Engagement Specialist

Allworth Financial is a distinguished independent firm focused on retirement planning, investment advisory services, and 401(k) management. Established in 1993, Allworth is committed to enhancing client well-being and education. As a rapidly growing, multi-billion dollar organization, they are recognized for their outstanding client service. In the role of Client Engagement Specialist, you will collaborate closely with advisor partners to provide tailored service and ensure client satisfaction.

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

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



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