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Service Associate – Client Support at Allworth Financial - ApplyBlast

Service Associate – Client Support

Allworth Financial

2 months ago

3.5 on Glassdoor

Blue Ash, Ohio, 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, transaction processing, and documentation to ensure a seamless client experience. This full‑time, non‑exempt role works on‑site in the BlueAsh/Cincinnati office and supports advisors with onboarding, notary services, and coordination with custodians and internal teams.

Responsibilities

Serve as initial point of contact for clients via phone and email
Process client requests, transactions, and paperwork in line with firm policies
Support advisors with client documentation, onboarding, and account issue resolution

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.