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JOB OVERVIEW:
The Integrations Service Administrator reports to the Integration Team lead and works closely with Partnering Advisor(s) and servicing staff to deliver the best client experience for existing and new clients during the transition period. This position works in conjunction with the Advisor Enablement and Integrations Team, Integration Specialists, and our custodians to deliver servicing support and processing of existing and new business for the Partnering firm and may back-up the Partner’s servicing staff as needed.
This is a full-time, Non-Exempt position, that requires in-office work in Addison, TX.
RESPONSIBILITIES AND DUTIES:
QUALIFICATIONS:
Full Time
Investment Management
$50k-66k (estimate)
04/12/2024
05/12/2024
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 Service Administrator include Client Service, Written Communication, Scheduling, Microsoft Office, Attention to Detail, CRM, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Administrator. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Administrator. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Service Administrator positions, which can be used as a reference in future career path planning. As a Client Service Administrator, it can be promoted into senior positions as a Client Service Specialist II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Administrator. You can explore the career advancement for a Client Service Administrator below and select your interested title to get hiring information.