Wealth Management Specialist jobs in Sacramento, CA

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 58-66k 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