Client Service & Operations Specialist (Hybrid)

Allworth Financial; Dallas (TX); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical and dental insurance

Flexible working arrangements

Generous 401(k)

Paid time off

Equity Purchase Program (eligible)

Job summary

Allworth Financial is seeking a Client Service Administrator to support the Client Service Department in our Dallas office. This full-time role involves maintaining local office operations, assisting partner advisors, and delivering an exceptional wealth-management client experience.

The position requires 3–5 years in financial services with a client-service focus, strong communication, and organizational skills.

Qualifications

• Passion for excellent service and client satisfaction.
• 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.
• Ability to multi-task and prioritize work daily.
• Approachable to all staff.
• Strong organizational, problem-solving, and analytical skills.
• Effective coaching skills for employee mentoring and development.
• High degree of professionalism and leads by example.
• Proficient with Microsoft Office applications as well as CRM and Document Management workflow systems.

Responsibilities

• Act as key point person in managing all local office operations.
• Delivering exceptional service experiences with every client interaction.
• Key resource for Integration Team and partner advisor(s) in leading firm integrations.
• Managing office functions – key contact for vendors, custodians and advisors.
• Specialized knowledge of products and services.
• Managing and reviewing calendars for advisors and preparing appropriate materials based on upcoming appointments.
• Completing all aspects of new client account onboarding and funding.
• Processing client service transaction requests.
• Ability to handle multiple advisors’ book of business and complex service situations.
• Providing notary services for client transactions.
• Consistently demonstrates outstanding quality and accuracy of all work.
• Expert knowledge of workflows and policies (custodian subject matter expert).
• Creating and updating procedures and workflows.
• Mentoring employees for skill development and career growth.
• Identifies process improvements and partners with leaders to implement changes – brings best practices from partner firms.
• Consistently demonstrating Allworth's guiding principles.

Skills

Client service

Communication

Multitasking

CRM proficiency

Coaching & mentoring

Professionalism

Tools

CRM systems

Microsoft Office

Document management

Job description

Allworth Financial is seeking a Client Service Administrator to support the Client Service Department in our Dallas office. This full-time role involves maintaining local office operations, assisting partner advisors, and delivering an exceptional wealth-management client experience.

The position requires 3–5 years in financial services with a client-service focus, strong communication, and organizational skills.