Client Experience Specialist — Financial Advisory Support

Allworth Airline Advisors (Formerly RAA); Vancouver (WA); On-site; USD 60,000 - 68,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with company match

Paid time off

Job summary

Allworth Financial seeks a Service Associate to support our financial advisory team in Vancouver, WA. This full-time, in-office role focuses on delivering client-centric service, notary support, and efficient handling of account-related tasks.

You will be the first point of contact for clients, help schedule appointments, process requests, and assist with onboarding while collaborating with custodians and internal teams to resolve issues. Strong CRM and MS Office skills are essential.

Qualifications

• 2–5 years in a client-facing administrative role within financial services or related industry.
• BS/BA degree preferred; high school diploma or GED required.
• Strong communication skills with the ability to establish rapport with clients and colleagues.
• Experience with CRM systems and basic financial software (experience with custodial platforms is a plus).
• Knowledge of financial services industry practices, with familiarity in processing account transactions or client service inquiries.
• Strong attention to detail and accuracy in handling client records and transaction-related documents.
• Ability to multitask and manage competing priorities in a fast-paced environment.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).

Responsibilities

• Serve as an initial point of contact for clients, addressing inquiries and providing timely responses to their needs via phone and email.
• Assist with scheduling and coordinating client appointments, ensuring all logistics are handled efficiently and accurately.
• Process client requests, including transactions and paperwork, in line with firm policies and procedures.
• Assist in the onboarding process for new clients, ensuring a smooth and positive experience.
• Collaborate with custodians and internal teams to resolve client account issues, transfers, and general service requests.
• Support advisors with client-related documentation, ensuring all forms are complete, accurate, and submitted on time.
• Provide notary services for client transactions as required.
• Maintain up-to-date client records and help ensure accuracy and consistency across internal systems.

Skills

Client relations

Communication

Multitasking

CRM systems

Office software

Education

BS/BA preferred

High school diploma or GED required

Tools

Microsoft Office

CRM systems

Job description

Allworth Financial seeks a Service Associate to support our financial advisory team in Vancouver, WA. This full-time, in-office role focuses on delivering client-centric service, notary support, and efficient handling of account-related tasks.

You will be the first point of contact for clients, help schedule appointments, process requests, and assist with onboarding while collaborating with custodians and internal teams to resolve issues. Strong CRM and MS Office skills are essential.