Service Associate
Allworth Financial(6 days ago)
About this role
A Service Associate – Client Support at Allworth Financial provides administrative support to the financial advisory team, ensuring a seamless client experience through handling inquiries, processing transactions, and managing documentation. The role involves collaboration with team members to support client service operations.
Required Skills
- CRM Systems
- Financial Software
- Microsoft Office
- Client Service
- Transaction Processing
- Account Management
- Communication
- Documentation
Qualifications
- BS/BA degree preferred
- 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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