allworthfinancial
Client Service Administrator
At a Glance
- Location
- Denver, Colorado, United States; Folsom, California, United States; Sacramento, California, United States
- Compensation
- ry range for this position is $75- $85K. DUTIES AND RESPONSIBILITIES
- Posted
- 2026-08-10T19:09:39-04:00
Key Requirements
Required Skills
Domain Knowledge
- Finance
- Healthcare
- Insurance
- Medical
Benefits & Perks
lifornia associates Dental insurance with MetLife Vision insurance with VSP
Requirements
Passion for excellent service and client satisfaction
Minimum 3‐5 years of financial services industry and client service experience preferred
Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
Dental insurance with MetLife
Vision insurance with VSP
Healthcare savings accounts with company contribution
Responsibilities
Delivering exceptional service experiences with every client interaction
Key resource for Integration Team and partner advisor(s) in leading firm integrations
Specialized knowledge of products and services
Completing all aspects of new client account onboarding and funding
Processing client service transaction requests
Ability to handle multiple advisors’ book of business and complex service situations