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.
The base salary range for this position is between 58-65k annually, and the candidate would be eligible for an annual bonus and annual base increase based off their performance and the companies. Ideally the candidate would work a hybrid schedule with partial days in office and work from home.
SUMMARY:
Our Integrated Services Team consistently strives to provide value to advisors and clients by offering Estate Planning Services and Insurance Services. Client Service Relationship Specialists work closely with the Integrated Services team, Client Service Relationship Specialists, and advisors to deliver the best client experience. Integrated Services Relationship Specialists are critical to the service delivery and provide a high-touch experience with our clients.
DUTIES AND RESPONSIBILITIES:
- Delivers an exceptional client experience to all clients
- Partners with Integrated Services team to set and achieve high service standards
- Builds personal relationships with Integrated Services team, clients and advisors
- Ensures a seamless Integrated Services referral experience and works with clients to set a great first impression
- Removes roadblocks for clients and focuses on ease of doing business
- Delivers customized service with each client and demonstrates ownership for every request
- Submits transaction requests to vendors to ensure completion and accuracy
- Ability to handle a high volume of work, reprioritization, and complex service situations
- Achieves high quality and accuracy of work
- Understands insurance and estate planning workflows, policies and procedures to submit requests correctly and timely
- Consistently demonstrates Allworth's guiding principles
- Organizational skills
- Organize and archive documents related to completed and ongoing projects
- Keep track of changes on client matters and provide timely updates
- Attend various educational webinars, conference calls, and in-person events as needed
- Administrative support
- Provide general administrative support, including mail retrieval, photocopying and scanning, scheduling meetings, conference calls, reserving conference rooms, etc.
- Technology proficiency
- Demonstrate knowledge of Microsoft Office, SharePoint, and CRM (Sales Force) support the work of the projects
- Integrated Services (Insurance & Estate Planning) Specific Tasks
- Connecting Outlook events with Sales Force to track in Integrated Services opportunities
- Create term insurance quotes
- Checking insurance pending case status and updating Sales Force
QUALIFICATIONS:
- Passion for service and client satisfaction
- Excellent interpersonal relationship skills
- Excellent verbal and written communication skills
- Minimum 3-5 years of financial services industry and client service experience preferred
- Strict attention to detail with high quality results
- Strong organizational, problem-solving, and analytical skills
- High degree of professionalism and leads by example
- Proficient with Microsoft Office applications as well as Client Relationship Management (CRM) and Document Management workflow systems
- Basic understanding of insurance and legal industry preferred
- BS/BA degree preferred
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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