Client Service Associate — Financial Services

Allworth Airline Advisors (Formerly RAA); Riverwoods (IL); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical and dental insurance

Vision insurance

Flexible working arrangements

401K contributions

Job summary

Allworth Airline Advisors (Formerly RAA) in Riverwoods, IL, is seeking a Service Associate – Client Support to provide administrative support to the financial advisory team and ensure a seamless client experience. The role handles day-to-day client service requests, transactions, inquiries, and documentation, collaborating with senior team members to maintain service quality.

This is a full-time, non-exempt position based in Riverwoods, requiring 5 in-office days.

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.

Responsibilities

• Serve as initial client contact via phone and email.
• Schedule and coordinate client appointments and logistics.
• Process client requests and paperwork per firm policies.
• Assist onboarding of new clients for a smooth experience.
• Collaborate with custodians and internal teams on service requests and transfers.
• Support advisors with client-related documentation and forms submission.
• Provide notary services for client transactions as needed.
• Maintain up-to-date client records across systems.

Skills

Communication skills

CRM systems

Microsoft Office

Attention to detail

Multitasking

Education

BS/BA degree preferred

HS diploma or GED required

Tools

Custodial platforms

CRM software

Financial software

Job description

Allworth Airline Advisors (Formerly RAA) in Riverwoods, IL, is seeking a Service Associate – Client Support to provide administrative support to the financial advisory team and ensure a seamless client experience. The role handles day-to-day client service requests, transactions, inquiries, and documentation, collaborating with senior team members to maintain service quality.

This is a full-time, non-exempt position based in Riverwoods, requiring 5 in-office days.