Address
Form of work
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 50-60k annually, and the candidate would be eligible for an annual bonus 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
