Client Service Associate, Financial Advisory Support

Allworth Airline Advisors (Formerly RAA); Dallas (TX); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Flexible spending accounts

401K contributions

Paid time off

Job summary

Allworth Airline Advisors (Formerly RAA) is seeking a Service Associate - Client Support to provide administrative support to the financial advisory team and ensure a seamless client experience. This role focuses on day-to-day client service requests, processing transactions, handling inquiries, and managing account-related documentation, in collaboration with senior team members.

This is a full-time, non-exempt position based in our Addison, TX office and requires five days per week on-site.

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.

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

Communication skills

CRM systems

Microsoft Office

Attention to detail

Education

BS/BA degree preferred; high school diploma or GED required

Tools

CRM software

Financial software

Job description

Allworth Airline Advisors (Formerly RAA) is seeking a Service Associate - Client Support to provide administrative support to the financial advisory team and ensure a seamless client experience. This role focuses on day-to-day client service requests, processing transactions, handling inquiries, and managing account-related documentation, in collaboration with senior team members.

This is a full-time, non-exempt position based in our Addison, TX office and requires five days per week on-site.