ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

Features

Auto Apply Resume Optimizer Cover Letter Optimizer Interview Prep

Company

Social Media

Need Help?

team@applyblast.com

Service Associate – Client Support at Allworth Financial - ApplyBlast

Service Associate – Client Support

Allworth Financial

14 days ago

3.5 on Glassdoor

Dallas, Texas, United States

Onsite

Full Time

Medior

0 applicants

View Job Listing

Apply to 100+ jobs

About this role

The Service Associate – Client Support provides exceptional administrative support to the financial advisory team and ensures a seamless client experience. This role focuses on assisting with day-to-day client service requests, processing transactions, handling inquiries, and managing account-related documentation. The associate collaborates closely with senior team members to deliver high-quality service and contribute to the smooth operation of client services.

Responsibilities

Serve as initial point of contact for clients addressing inquiries via phone and email
Process client requests including transactions and paperwork in line with firm policies
Assist with client onboarding and resolve account issues with custodians and internal teams

Skills

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.