Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2022.
SUMMARY:
As a Client Experience Specialist at Allworth Financial, you will be instrumental in enhancing our client interactions across all digital and physical touchpoints. Your role involves managing and improving client data within CRM systems like Salesforce and HubSpot, refining our digital client experience, integrating and training on new client experience enhancements, and coordinating with new partner firms to ensure a seamless client experience.
This is a full-time, non-exempt role based out of Sacramento, CA, Dallas, TX, Cincinnati, OH, Lawrence, KS or can be a remote role; If near one of the four office locations, this position can be a hybrid role working 2-3 days in person and the other time from home.
The base salary range for this role is $58,000-$65,000 per year. In addition, we also provide generous benefits to all our full-time employees.
DUTIES AND RESPONSIBILITIES:

• • Data Management:
    • Perform regular audits and cleanups of client data in CRM systems, including Salesforce and HubSpot.
    • Ensure accuracy and consistency of client information such as preferred names, addresses, and other pertinent details.
    • Develop and implement data management protocols to maintain data integrity.
  • Digital Client Experience:
    • Collaborate with the IT and marketing departments to enhance the digital experience on our website and client portals.
    • Manage and optimize client communication channels such as email and texting services.
    • Manage client surveys and create action plans where needed from client feedback.
  • Training and Integration:
    • Train staff on new client experience tools and protocols.
    • Ensure smooth integration of CX enhancements into daily operations.
    • Organize online workshops to facilitate ongoing education and feedback on CX initiatives.
  • New Partner Firm Integrations :
    • Coordination with new partner firms to align their client experience strategies with our standards
    • Create partner communications for partners and onboarding clients to enhance transitioning client satisfaction
    • Serve as a liaison between new partners and the Client Experience team to ensure consistent client experience across all channels

REQUIREMENTS

• • 2 years of wealth management/RIA industry experience in a client support, operations, administrations, or communications role
  • College degree from a 2 year or 4 year institution

• • Excellent verbal and written communication skills that may include public speaking and presentations.
  • Excellent time management skills with a proven ability to meet deadlines.
  • Strong analytical and problem-solving skills.
  • Able to pivot and thrive in an environment that changes quickly.
  • Exceptional interpersonal and communication skills, with an ability to engage effectively with all levels of the organization and external partners.

• • Strong attention to detail.
  • Excellent interpersonal, communication that pertains to training.

BENEFITS
We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:

• Medical: Blue Shield (HMO, PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions
• Exempt associates qualify for our flexible paid time off policy.
• Non-Exempt associates will receive 25.5 days of paid time off annually, which includes holidays, during the first three years of employment.
• Option to participate in our Equity Purchase Program
• Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Benefits are available to full-time associates who work more than 30 hours a week.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
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