Service Associate
Allworth Financial(3 days ago)
About this role
Allworth Financial is seeking a Service Associate – Client Support to provide administrative support to the financial advisory team and ensure a smooth client experience. The role involves handling client inquiries, processing transactions, and managing documentation in a client-focused environment.
Required Skills
- Customer Service
- Account Management
- CRM
- Financial Software
- Microsoft Office
Qualifications
- BS/BA Degree
- High School Diploma
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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