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Client Service Coordinator

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Walnut Creek, California, United States Allworth Financial Full time
Job Overview

Allworth Financial is a leading independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. Our team delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

We are seeking a highly skilled and experienced Front Desk Associate to join our Client Service Department. This critical role serves as a front desk receptionist and general office administrator for incoming phone calls, office visits/appointments, and various office needs. In addition, the Front Desk Associate works closely with advisor partners to deliver the best client experience.