Strategic Client Services Lead – Financial Advisory

Allworth Financial; Walnut Creek (CA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical and dental benefits

Flexible working arrangements

401K contributions

Career growth opportunities

Job summary

Allworth Financial in Walnut Creek, CA is seeking a seasoned Service Administrator to support our Financial Advisors and elevate client service. You will manage client requests, coordinate with advisors, and help clients understand services and tools.

The role requires 10+ years in financial services, strong relationship management, leadership, and proficiency with CRM systems, custodial platforms, and financial planning software; a BA/BS is required; CFP/CFA are a plus.

Qualifications

• 10+ years in the financial services industry, preferably RIAs or wealth management.
• Bachelor’s degree; CFP/CFA preferred.
• Strong relationship management and client service history.
• Advanced proficiency with CRM, custodial platforms and planning tools.
• Excellent communication, problem-solving and analytical skills.

Responsibilities

• Strategic client relationship management and primary client liaison.
• Educate clients on services, online tools, and resources.
• Collaborate with advisors and operations to ensure accurate processing.
• Lead and mentor associates within Service teams.
• Maintain high-quality service and regulatory compliance.

Skills

Relationship management

Leadership

CRM systems

Custodial platforms

Financial planning software

Communication

Problem-solving

Attention to detail

Microsoft Office

Education

Bachelor’s degree in finance or business

CFP/CFA preferred

Tools

CRM systems

Custodial platforms

Financial planning software

Microsoft Office

Job description

Allworth Financial in Walnut Creek, CA is seeking a seasoned Service Administrator to support our Financial Advisors and elevate client service. You will manage client requests, coordinate with advisors, and help clients understand services and tools.

The role requires 10+ years in financial services, strong relationship management, leadership, and proficiency with CRM systems, custodial platforms, and financial planning software; a BA/BS is required; CFP/CFA are a plus.