Service Associate
Allworth Financial(20 days ago)
About this role
The Direct Business Associate plays a key role in supporting the daily operations of Allworth’s Direct Business department. This position is responsible for accurately and efficiently processing client account requests, ensuring compliance with internal procedures and regulatory standards, and delivering an exceptional service experience to both internal and external clients.
Required Skills
- Client Account Processing
- Operational Efficiency
- Attention to Detail
- Compliance
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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