Sr. Service Associate

Sr. Service Associate

Allworth Financial 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.

This is a full-time, Non-Exempt role based out of our Tucson, AZ office and requires 5 days of in-office work.

Duties And Responsibilities

Strategic Client Relationship Management

• Act as the primary liaison for clients, providing exceptional service and proactively addressing client needs and inquiries.
• Develop and nurture long-term client relationships, understanding their financial goals, preferences, and expectations.
• Anticipate client needs, manage escalated issues, and ensure timely and accurate communication.
• Work alongside advisors to educate clients on available services, online tools, and other resources to enhance their experience and engagement with the firm.
• Understands department workflows, policies, and procedures to submit requests correctly and timely.

Leadership

Advanced Account Management & Oversight

Operations

Qualifications

Physical Requirements

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 :

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.