Client Experience Associate - Financial Services

gobravvo; Addison (TX); Vor Ort; USD 42.000 - 64.000; Vollzeit

Benefits dieser Stelle

Health insurance

Retirement plan participation

Paid time off

Professional development opportunities

Zusammenfassung

Allworth Financial is seeking a Client Service Associate to provide exceptional administrative support to our advisors and ensure a smooth client experience. You will address inquiries, process transactions, and maintain accurate records while collaborating with internal teams and custodians.

The ideal candidate has 2–5 years in a client-facing admin role, strong communication, and proficiency with CRM systems and Microsoft Office.

Qualifikationen

• 2-5 years in a client-facing admin role within financial services.
• BS/BA preferred; high school diploma or GED required.
• Excellent verbal and written communication; rapport with clients.

Aufgaben

• Serve as initial client contact via phone and email.
• Coordinate and schedule client appointments and logistics.
• Process service requests and paperwork per policies.
• Assist onboarding of new clients and maintain records.
• Support advisors with client documentation and notary services.

Kenntnisse

Client-facing

Excellent communication

Multitasking

Administrative support

Ausbildung

BS/BA preferred

High school diploma or GED required

Tools

CRM systems

Financial software

Microsoft Office

Jobbeschreibung

Allworth Financial is seeking a Client Service Associate to provide exceptional administrative support to our advisors and ensure a smooth client experience. You will address inquiries, process transactions, and maintain accurate records while collaborating with internal teams and custodians.

The ideal candidate has 2–5 years in a client-facing admin role, strong communication, and proficiency with CRM systems and Microsoft Office.