Client Service Associate - Financial Advisory

Allworth Financial; North Carolina; On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401K contributions

Paid time off

Paid holidays

Equity Purchase Program

Job summary

Allworth Financial in Durham, NC, is seeking a Service Associate – Client Support to deliver exceptional administrative assistance to the financial advisory team and ensure a seamless client experience. The role focuses on day-to-day client service requests, processing transactions, handling inquiries, and managing account-related documentation.

Based in our Durham, NC office, this full-time on-site position requires collaboration with senior team members to provide high-quality service and

Qualifications

• 2-5 years of experience in a client-facing administrative role within the 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 via phone and email
• Assist with scheduling and coordinating client appointments, ensuring logistics are handled efficiently
• Process client requests, including transactions and paperwork, in line with firm policies and procedures
• Assist in onboarding 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 forms are complete, accurate, and submitted on time
• Provide notary services for client transactions as required
• Maintain up-to-date client records and ensure consistency across internal systems

Skills

Client-facing experience

CRM systems

MS Office

Communication skills

Education

Bachelor's degree preferred

Tools

CRM software

Custodial platforms

Financial software

Job description

Allworth Financial in Durham, NC, is seeking a Service Associate – Client Support to deliver exceptional administrative assistance to the financial advisory team and ensure a seamless client experience. The role focuses on day-to-day client service requests, processing transactions, handling inquiries, and managing account-related documentation.

Based in our Durham, NC office, this full-time on-site position requires collaboration with senior team members to provide high-quality service and