Jori Gonzales
Sacramento,CA
Summary
Strong work ethic and outstanding customer service. Excellent written, verbal and organizational skills as well as attention to detail. Confident, articulate, approachable, empathetic listener and the ability to work both independently and within a team environment. Ability to multi-task and prioritize work daily. Extensive office skills, including computer proficiency (MS Word, Excel, Tamarac, Salesforce, DocuSign), multi-line phones, filing, copying/faxing, data-entry, job costing and POS register. Many years of music and theatrical experience, which, has contributed in the ability to provide an inviting environment as well as solve problems quickly and efficiently.
Overview
10
10
years of professional experience
Work History
Integrations Operations Manager
Allworth Financial
01.2021 - Current
- Introduction/communication with owners of upcoming acquisition
- Participate in weekly update meetings
- Coordinating with preferred custodian and acquired office personnel in extraction of client data for pre-populating custodian forms
- Identifying fee agreements and coordinating fee schedule transition
- Oversee Integration Ops team with preparing custodian and Allworth forms for client DocuSign envelopes and/or paper mailings
- Coordinating with Compliance and Marketing for inclusion of disclosures and client cover letters
- Ensure all documents are correct and sent out by deadline
- Oversee Integration Ops team with QC of returned packets, converting leads to clients, scanning documents, returning not-in-good-order paperwork to clients for signatures, delivering duplicate client packets as requested, and coordinating new account processing.
- Tracking incoming DocuSign and paper packets and circulating weekly reports to Senior Management and newly acquired company
- Perform CRM client activity reporting, including auditing of client CRM records, maintaining uniformity and accurate reporting.
- Manage Integration Ops team by running weekly team meetings, communicating updates on acquisitions and deadlines, address issues and ensure team tasks are getting completed.
- Manage and review employee timecards and PTO requests
- Mentoring staff, delegating and prioritizing workloads
- Deliver performance feedback and document when applicable
Client Service Supervisor
Allworth Financial
06.2019 - 01.2021
- Full knowledge of Client Service roles
- Manage and review employee timecards and PTO requests
- Mentoring staff, delegating and prioritizing workloads
- Production management – identifying teams with work capacity and teams requiring assistance
- Attend weekly meetings with Client Service Leadership and Advisor Regional Directors to address issues, inconsistencies, improvements and communications to the department
- Provide ongoing training to employees
- Deliver employee performance feedback and document when applicable
- Researching and resolving advisor and client escalations
- Be approachable to all staff and maintain confidentiality with questions, concerns, personal matters or career guidance
- Coordinate office coverage when employees are on PTO
- Manage and/or participate in specialized project committees (e.g. Salesforce, process improvements, acquisition processing, etc.)
- Assist with acquisition paperwork scanning, processing and follow-up
- Communicate with appropriate Custodian’s regarding paperwork that is Not in Good Order (NIGO)
- Assist the acquired employees with training and questions
- Salesforce Subject Matter Expert (SME)
- Assisted in the transition from Allworth’s previous CRM with Tamarac to Salesforce.
- Attend weekly meetings to suggest system improvements, new workflows and testing.
- Create training guides
- Communicate updates to the department
Client Service Specialist
Allworth Financial
02.2019 - 06.2019
Senior Client Service Representative
Allworth Financial
01.2017 - 02.2019
Client Service Representative/Director of First Impressions
Allworth Financial
04.2014 - 01.2017
- Scheduling and confirming client appointments for advisor team
- Managing and reviewing calendars for advisors and preparing appropriate materials based on upcoming appointments
- 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
- Providing notary services for client transactions
- Flexibility in covering other Client Service duties – i.e. front desk support
- Advanced knowledge of department workflows and policies
- Supporting training of new and existing Client Service staff
- Mentoring new staff for skill development
- Suggesting and implementing process improvements
- Maintain appearance of lobby, advisor offices and break room, bake cookies daily, order office supplies, greet/assist client appointments or walk-ins
Education
Bachelor of Arts - Music Performance
California State University Sacramento
Sacramento, CA05.2010
Associate of Arts - Music
American River College
Sacramento, CA05.2007
Associate of Arts - General Education
American River College
Sacramento, CA05.2007
High School Diploma -
Capital Christian High School
Sacramento, CA06.2004
References
- Elizabeth Harger, colleague, Allworth Financial, (916) 769-1583
- Chris Brown, previous manager, Allworth Financial, (713) 818-0919
- Rob Vaughn, previous manager, Allworth Financial, (916) 768-1051
- Eloisa Jensen, previous manager, Allworth Financial, (916) 628-4868
Timeline
Integrations Operations Manager
Allworth Financial
01.2021 - Current
Client Service Supervisor
Allworth Financial
06.2019 - 01.2021
Client Service Specialist
Allworth Financial
02.2019 - 06.2019
Senior Client Service Representative
Allworth Financial
01.2017 - 02.2019
Client Service Representative/Director of First Impressions
Allworth Financial
04.2014 - 01.2017
Bachelor of Arts - Music Performance
California State University Sacramento
Associate of Arts - Music
American River College
Associate of Arts - General Education
American River College
High School Diploma -
Capital Christian High School
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