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Allworth Financial
Sacramento, CA, United States
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
Job Source: Allworth FinancialAllworth Financial
Folsom, CA, United States
SUMMARY: Our Client Service Team consistently strives for service excellence. Client Service Relationship Specialists work closely with advisor partners to deliver the best client experience. Client Service Relationship Specialists are critical to the service delivery and provide a high-touch experience with our clients. This position consists of
Job Source: Allworth FinancialAllworth Financial
Folsom, CA, United States
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
Job Source: Allworth FinancialAllworth Financial
Roseville, CA, United States
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
Job Source: Allworth FinancialBank of America
Sacramento, CA, United States
Wealth Management Client Associate page is loaded Wealth Management Client Associate Apply locations Sacramento time type Full time posted on Posted 3 Days Ago job requisition id 24024430 Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power
Job Source: Bank of AmericaBank of America
Sacramento
Wealth Management Client Associate Sacramento, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the
Job Source: Bank of AmericaEquitable Advisors
Folsom, CA, United States
Why become a financial professional? Pursue what’s possible. Becoming a financial professional allows you to make a difference in the lives of others by helping clients achieve their financial goals. Together we guide clients forward with courage and wisdom- supporting them in making the choices that help them lead a fulfilled life- with our finan
Job Source: Equitable AdvisorsState Street
Sacramento, CA, United States
Who we are looking for The position of Relationship Manager within the North American Asset Owner Segment, is responsible for a number of State Street Exclusive Asset Owner clients based in the United States. The role presents an opportunity to engage with senior executives both internally and with industry leading asset owners to help shape an
Job Source: State StreetSacramento, CA, United States
SUMMARY:
Our Client Service Team consistently strives for service excellence. Client Service Relationship Specialists work closely with advisor partners to deliver the best client experience. Client Service Relationship Specialists are critical to the service delivery and provide a high-touch experience with our clients.
This position consists of 4 days of in office work, after the training period of 6 months; during the training period this role consists of 5 days a week in office. The base salary range for this position is between 58-66k annually, and the candidate would be eligible for an annual bonus and annual base increase based off their performance and the companies.
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; follows up on client requests
• Submits transaction requests to processing team to ensure completion and accuracy
• Ability to handle multiple advisors’ book of business and complex service situations
• Achieves high quality and accuracy of work
• Understands department workflows, policies and procedures to submit requests correctly and timely
• Mentors employees for skill development and career growth
• Identifies process improvements and partners with leaders to implement changes
• Provides notary services for client transactions
• Consistently demonstrates Allworth's guiding principles
• Other duties as assigned
QUALIFICATIONS:
• Minimum 3 years of financial services industry and client service experience preferred
• BS/BA degree preferred
• Passion for service and client satisfaction
• Excellent interpersonal relationship skills
• Excellent verbal and written communication skills
• 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
PHYSICAL REQUIREMENTS
• Works in an office environment
• Requires extended periods of sitting or standing at a desk, talking on the phone, and typing
• Use hands, fingers to constantly operate a computer and office equipment, such as copy
machine and printer
• Occasionally move about inside the office to access file cabinets, office equipment, etc…
• May carry or lift weight up to 10 lbs. in very limited occurrences
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Email Alert for Client Relationship Specialist - Wealth Management jobs in Sacramento, CA, United States
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