Strategic Client Experience Manager – Wealth Services

Allworthfinancial; Walnut Creek (CA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Healthcare savings accounts

401(k) contributions

Flexible paid time off

15 days paid time off annually

Job summary

Allworth Financial in Walnut Creek, CA, is seeking an experienced Service Administrator to enhance client support and improve service processes. This full-time position emphasizes relationship-building and strategic client management, aiming for best-in-class service delivery.

Ideal candidates will have over 10 years in financial services, a relevant bachelor’s degree, and advanced proficiency in CRM systems. Benefits include competitive pay, flexible working arrangements, and a strong emphasis on team collaboration.

Qualifications

• Over 10 years experience in Financial Services, preferably in RIA or wealth management.
• Advanced proficiency in CRM systems and custodial platforms.
• Strong relationship management and leadership abilities.

Responsibilities

• Act as primary liaison for clients, addressing needs and inquiries.
• Develop long-term client relationships, understanding their goals.
• Ensure accurate execution of trades and account transactions.

Skills

Relationship management

Communication

Problem-solving

Analytical skills

Leadership

Microsoft Office proficiency

Education

Bachelor’s degree in finance, business, or a related field

Tools

CRM systems

Financial planning software

Job description

Allworth Financial in Walnut Creek, CA, is seeking an experienced Service Administrator to enhance client support and improve service processes. This full-time position emphasizes relationship-building and strategic client management, aiming for best-in-class service delivery.

Ideal candidates will have over 10 years in financial services, a relevant bachelor’s degree, and advanced proficiency in CRM systems. Benefits include competitive pay, flexible working arrangements, and a strong emphasis on team collaboration.