Service Associate
Allworth Financial(1 month ago)
About this role
The Direct Business Associate plays a key role in supporting the daily operations of Allworth’s Direct Business department by processing client account requests and ensuring compliance with internal procedures and regulatory standards. This position emphasizes delivering an exceptional service experience to both internal and external clients and requires collaboration with team members to maintain operational efficiency.
Required Skills
- Client Support
- Attention to Detail
- Team Collaboration
- Operational Excellence
Qualifications
- High School Diploma or GED
About Allworth Financial
allworthfinancial.comAllworth 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.
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