Client Service Representative - Cincinnati

Client Service Representative - Cincinnati

21 Jul 2024
Ohio, Cincinnati 00000 Cincinnati USA

Client Service Representative - Cincinnati

Vacancy expired!

Do you enjoy delivering exceptional service experience to clients and other professionals? Do you have strong organizational, problem-solving, and analytical skills? If yes, and you are passionate about helping others, can work with multiple priorities throughout your day, and want to be part of a growing, national company, while thriving in a local office, this role may be for you!Â

Allworth Financial's Client Service team focuses on assisting our financial advisors and clients. Daily responsibilities may include calendar management and scheduling client appointments, onboarding new clients, processing funding requests, completing service transactions, providing notary services, and doucmenting actions in our Client Relations Management system.Â

The ideal candidate is someone who enjoys administrative functions, is passionate about customer service, focuses on quality and accuracy, and has the ability to adapt to mulitple priorities on a daily basis. Successful Client Service Representatives understandÂthe need for strict attention to details, enjoyÂcommunicating with others, and are team-oriented and professional. Technical skills needed for this position include proficiency with Microsoft Office Suite, and Client Relationship Management & Document Management workflow systems.Â

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 paid time off, medical, Retirement Benefit “ 401K and future growth opportunities within the company. Plus, 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.

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, Registered Investment Advisory business, headquartered in Sacramento. The business is on a path to become a $10 billion firm within the next few years through both acquisitions and strong organic growth.

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