Strategic Client Experience Manager - Wealth Services
Allworthfinancial
Allworth Financial in Walnut Creek, CA, is seeking an experienced Service Administrator to enhance client support and improve service processes. This full-time position emphasizes relationship-building and strategic client management, aiming for best-in-class service delivery. Ideal candidates will have over 10 years in financial services, a relevant bachelor’s degree, and advanced proficiency in CRM systems. Benefits include competitive pay, flexible working arrangements, and a strong emphasis on team collaboration. #J-18808-Ljbffr Allworthfinancial
Vacancy posted 4 days ago
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The Misch Group
Walnut Creek, CAmore than 2 months ago
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