Client Relationship Specialist

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, and still run by its original founders, Scott Hanson and Pat McClain, 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.

SUMMARY

Our Client Service Team consistently strives for service excellence. Client Service Relationship Specialists work closely with advisors to deliver the best client experience. Client Service Relationship Specialists are critical to service delivery and provide a high-touch experience with our clients.

This is an excellent opportunity for a professional who loves working directly with clients, has a proven track record of extreme attention to detail, and wants to work in a fast-paced, challenging, team-oriented, and rewarding environment. This is a full-time role in our Houston, TX office with potential for hybrid work after the training period.

The base salary range for this role is between 55,000 and 58,000 annually.

DUTIES AND RESPONSIBILITIES

• Delivers an exceptional client experience to all clients
• Partners with advisor team to set and achieve high service standards
• Builds personal relationships with clients and advisors
• Ensures a seamless onboarding 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
• Coordinates client appointments, processes requests received from advisors and clients
• Answers phone calls and emails from clients; follow up on client requests
• Submits transaction requests to the processing team to ensure completion and accuracy
• Achieves high quality and accuracy of work
• Understands department workflows, policies, and procedures to submit requests correctly and timely
• Provides notary services for client transactions
• Scheduling and confirming client appointments for the advisor team
• Assisting other team members with tasks and projects as needed
• Suggesting and implementing process improvements
• Consistently demonstrating Allworth’s guiding principles

QUALIFICATIONS

• Passion for excellent service and client satisfaction
• Excellent verbal and written communication skills
• Ability to multi-task and prioritize work daily with frequent interruptions
• Flexible and embraces change
• Strong team player and approachable
• High degree of professionalism
• Proficient with Microsoft Office applications required
• Client Relationship Management (CRM) and Document Management workflow systems are a plus
• BS/BA degree preferred; High school diploma or GED required

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 and HDHP with HSA) 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