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 Folsom, 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.

The base salary range for this role is $52,000-$62,000 per year. In addition, we also provide generous benefits to all our full-time employees. 

DUTIES AND RESPONSIBILITIES:

• Fulfill client requests by prioritizing and completing tasks within a queue
• Work with other teammates to ensure proper assignment and completion of requested tasks
• Create and process paperwork for all client requests, including but not limited to money movement, journals, transfers, distributions, Roth conversions, and account maintenance forms.
• Facilitate the delivery of paperwork to the client through DocuSign, mail/overnight, or email to Advisor for meetings.
• Reviews and quality checks completed paperwork to limited errors.
• Submits and processes paperwork directly to the appropriate custodians.
• Follows up and provides status updates through completion of the task assigned.
• Works directly with custodians to process work in a timely and accurate manner.
• Collaborates with Client Relationship Specialist or Advisors to obtain missing client data or paperwork.
• Focuses on quality and accuracy of work.
• Consistently demonstrates Allworth’s guiding principles.
• Maintains satisfactory attendance.
• Any other duties as assigned.

QUALIFICATIONS

• Passion for excellent service and client satisfaction.
• Excellent verbal and written communication skills.
• Minimum 1 year of wealth management industry and support service experience preferred.
• Strict attention to detail.
• Preferred money movement experience with Fidelity and Schwab.
• Ability to multi-task and prioritize work daily.
• Strong organizational, problem-solving, and analytical skills.
• Strong team player and approachable.
• High degree of professionalism.
• Proficient with Microsoft Office applications as well as Client Relationship Management (CRM), Salesforce preferred, and Document Management workflow systems.
• Some college is preferred.