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SUMMARY:
Our Client Service Team consistently strives for service excellence. Client Relationship Administrator’s work with our integration team and new partner advisor(s) on office integration. In addition to this, the Client Relationship Administrator is supporting client transition, focuses on the client experience and provides a high-touch experience with our clients. This position is critical to the success of our joining partner firms at Allworth Financial at large.
This is a full-time, Exempt role based out of San Jose, CA with 3 days of in-office work. The ideal candidate would be open to be in the office all five days of the work week during their training period.
The base salary range for this role is $60,000-$95,000 per year, with potential for an annual bonus and merit increase based off their performance and the company’s performance.
DUTIES AND RESPONSIBILITIES
QUALIFICATIONS
PHYSICAL REQUIREMENTS
Full Time
Investment Management
$49k-61k (estimate)
04/17/2024
06/16/2024
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.