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Service Associate – Client Support at Allworth Financial - ApplyBlast

Service Associate – Client Support

Allworth Financial

3 months ago

3.5 on Glassdoor

Waltham, Massachusetts, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Service Associate – Client Support provides administrative assistance to the financial advisory team, handling client inquiries, scheduling appointments, processing transactions, and maintaining client records. This full‑time, on‑site role ensures a seamless client experience and supports advisors with documentation and onboarding tasks.

Responsibilities

Provide client support via phone and email
Process client transactions and related paperwork
Schedule and coordinate client appointments
Assist with onboarding new clients
Collaborate with custodians to resolve account issues

Skills

Qualifications

BS/BA degree

About Allworth Financial

allworthfinancial.com

Headquarters

Folsom, California, United States

Company Size

201-500 employees

Founded

1993

View Profile

Allworth Financial is a Registered Investment Adviser that provides customized, comprehensive financial planning and wealth management for individuals, families, and business owners. They deliver investment management, retirement planning, tax-aware strategies, estate planning, and ongoing financial guidance through a team of fiduciary, fee-based advisors. Allworth emphasizes tailored plans and long-term relationships, coordinating investments, taxes, and life goals to help clients pursue financial confidence.