Quantity Over Quality - Customer Service Representative (CSR) Allworth Financial Employee Review

Good PTO Friendly Environment Managers regularly check in to see how im doing not only work wise but mentally and that means a lot. Opportunities and resources to further educate oneself are abundant.

I am part of the Allworth face team and I love it. Wish we did a bit more I feel like the events I have taken part in such as the backpack build are few and far between. The work the fact team does is great just wish we did a bit more.

Cross-functional collaboration is strong, leadership is approachable, and there's a genuine focus on continuous improvement instead of maintaining the status quo. The company moves quickly as it continues to grow, which keeps the work engaging and creates opportunities to make a meaningful impact. It's a rewarding environment for people who enjoy solving problems and driving change

Like any growing organization, processes are still evolving, and there can be occasional growing pains as the company scales. Priorities can shift quickly, but leadership is receptive to feedback and committed to improving the employee and client experience.