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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 and annual base increase 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
Full Time
Investment Management
$50k-66k (estimate)
03/21/2024
05/20/2024
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.
The job skills required for Client Relationship Specialist include Microsoft Office, Written Communication, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Relationship Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Relationship Specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Relationship Specialist positions, which can be used as a reference in future career path planning. As a Client Relationship Specialist, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Relationship Specialist. You can explore the career advancement for a Client Relationship Specialist below and select your interested title to get hiring information.
If you are interested in becoming a Client Relationship Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Relationship Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Relationship Specialist job description and responsibilities
They must be friendly and customer service oriented to foster positive client relationships despite the high-stress circumstances when dealing with dissatisfaction.
03/22/2022: Melbourne, FL
Since they work directly with clients, they often conduct meetings with clients via phone calls, emails or video chats.
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Ultimately, an outstanding Client Relationship Specialist will work closely with sales and accounts managers to ensure that all staff preserves relationships with clients.
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Analyzing the Client's Situation.
03/16/2022: Tacoma, WA
Strong problem-solving skills to help clients overcome any obstacles and develop solutions that enhance the clients' efficiency and productivity.
03/25/2022: Cleveland, OH
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Relationship Specialist jobs
To maintain this strong client relationship, the client relations manager must consistently work to ensure they satisfy the client.
04/04/2022: Boulder, CO
They often visit different departments throughout the day to discuss the needs of clients and collaborate with them to solve any challenges.
03/29/2022: Davenport, IA
Team building and collaboration abilities when working with other departments to develop strategies that benefit clients.
02/20/2022: Wichita, KS
Verbal and written communication skills to call, email and meet with clients.
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Negotiation skills when presenting clients with a contract and establishing terms.
04/17/2022: Akron, OH
Step 3: View the best colleges and universities for Client Relationship Specialist.