Sr. Operations Associate, Specialized Strategies

Allworth Financial is seeking a Sr. Operations Associate to enroll clients in complex investment strategies. This is a Full-Time, Non-Exempt position that requires in-office work in either Dallas, TX or Indianapolis, IN. The ideal candidate will have a proven track record of attention to detail, excellent communication skills, and a passion for serving others.

Requirements

• Minimum 3 years of experience in the financial services industry
• 1 year of experience as a Client Operations Representative
• Hyper-extreme attention to detail
• Excellent verbal and written communication skills
• Strong organizational, problem-solving, and analytical skills
• Proficient with Microsoft Office applications and client relationship management (CRM) and document management workflow systems

Benefits

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions
• Paid time off
• 11 Paid Holidays
• Option to participate in our Equity Purchase Program