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SUMMARY:
Our Client Operations Department provides quality paperwork preparation services and timely processing in contribution to an exceptional Allworth client experience. Client Operations Representatives provide these services in a back-office function by fulfilling the various requests from Advisors and Client Relationship Specialists. This is an excellent opportunity for a professional who loves serving others, has a proven track record of extreme attention to detail, and wants to work in a fast-paced, challenging, team-oriented, and rewarding environment.
This is a full-time, non-exempt role based out of Sacramento, CA; this candidate will be required to be in the office all five days of the work week during their training period, with the potential of moving into a Hybrid work schedule and one work from home day after training is done.
The base salary range for this role is $52,000-$60,000 per year. In addition, we also provide generous benefits to all our full-time employees.
DUTIES AND RESPONSIBILITIES:
QUALIFICATIONS
Full Time
Investment Management
$60k-78k (estimate)
05/12/2024
07/11/2024
allworthfinancial.com
NAPA, CA
100 - 200
1993
Private
$10M - $50M
Investment Management
Allworth Financial is an investment financial advisory firm that offers investment management, retirement and estate planning services for businesses.