Client Service Associate

gobravvo; Addison (TX); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Health insurance

Retirement plan participation

Paid time off

Professional development opportunities

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client-facing

Excellent communication

Multitasking

Administrative support

Education

BS/BA preferred

High school diploma or GED required

Tools

CRM systems

Financial software

Microsoft Office

Job description

Allworth Financial, a respected independent investment advisory firm, is seeking a dedicated Client Service Associate to join our team. As a leader in retirement planning, investment advisory, and 401(k) management, Allworth Financial is committed to providing comprehensive financial planning services and long- and short-term investment solutions to help clients achieve their personal and retirement goals. Our collaborative approach ensures our clients receive tailored advice and exceptional service throughout their financial journeys.

As a Client Service Associate, you will play a vital role in supporting our financial advisory team by delivering high-quality administrative and client service support. You will be instrumental in ensuring a seamless and positive client experience, handling a wide range of daily client service requests, managing account documentation, and supporting the onboarding process for new clients. Your contributions will have a direct impact on the satisfaction and loyalty of the clients we serve, making this position an integral part of our client-focused mission.

This full-time opportunity offers the chance to work closely with experienced professionals in the financial services industry, enhance your client service skills, and contribute to the efficient operation of our client services team.

Client Service Associate - Summary

The Client Service Associate at Allworth Financial is responsible for delivering exceptional administrative support to our financial advisors and ensuring a smooth client experience at every touchpoint. The role requires a proactive and detail-oriented professional who can address client inquiries, process transactions, and maintain accurate records while working collaboratively with internal teams and custodians.

Duties & Responsibilities

• Serve as the initial point of contact for clients, responding to inquiries and providing prompt, courteous assistance via phone and email.
• Coordinate and schedule client appointments, managing logistics to ensure efficient and accurate meetings.
• Process client service requests, including transactions and necessary paperwork, adhering to company policies and industry standards.
• Assist with the smooth onboarding of new clients, delivering a welcoming and organized experience.
• Work with custodians and internal departments to resolve account issues, facilitate transfers, and handle general service requests.
• Support financial advisors with client documentation, ensuring accuracy and timely submission of all required forms.
• Provide notary services for client transactions as needed.
• Maintain and update client records within internal systems, ensuring data accuracy and consistency.

Salary & Benefits

• Competitive compensation package commensurate with experience and industry standards.
• Comprehensive benefits may include health insurance, retirement plan participation, paid time off, and professional development opportunities.
• Opportunities for career advancement within a respected and growing financial services firm.

Qualifications & Requirements

• 2-5 years of experience in a client-facing administrative role within the financial services sector or a closely related industry.
• BS/BA degree preferred; high school diploma or GED required.
• Excellent verbal and written communication skills, with the ability to build rapport with clients and colleagues.
• Experience using CRM systems and financial software; familiarity with custodial platforms is advantageous.
• Solid understanding of financial services industry practices, particularly in processing transactions and handling client inquiries.
• Meticulous attention to detail and a commitment to accuracy when managing client records and documents.
• Proven ability to multitask and prioritize tasks in a fast-paced environment.
• Proficiency in the Microsoft Office Suite (Word, Excel, Outlook).

Ideal Candidate Snapshot

• Customer-focused attitude with a passion for delivering outstanding service.
• Strong organizational and time-management skills.
• Resourceful problem-solver who thrives in collaborative team settings.
• Adaptable and able to handle multiple competing priorities effectively.Demonstrates professionalism and integrity in all client interactions.

Other Relevant Information

• Allworth Financial is committed to fostering an inclusive and equitable work environment for all employees.
• The Client Service Associate role offers exposure to a wide range of financial planning and investment advisory services, providing valuable industry experience.
• Team members are encouraged to engage in ongoing training and professional development.
• Working in this role provides the opportunity to make a meaningful difference in clients’ financial well-being, while growing your own career in financial services.

Equal Opportunity Employer

TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. At TRC, we take pride in fulfilling our opportunity to add value to our client’s business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.