Client Service Pro - Financial Advisory

Allworth Financial; Cincinnati (OH); On-site; USD 60,000 - 63,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K

Paid time off

Holidays

Job summary

Allworth Financial in BlueAsh/Cincinnati is seeking a Service Associate – Client Support to provide administrative support to the financial advisory team and ensure a seamless client experience.

This is a full-time, non-exempt role based out of our BlueAsh/Cincinnati office requiring 5 days in-office work, with a salary range of $60k-$63k and eligibility for an annual bonus based on performance and company results.

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 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

CRM systems

Financial software

Client service

Communication

Education

BS/BA degree

High school diploma

Tools

Custodial platforms

Job description

Allworth Financial in BlueAsh/Cincinnati is seeking a Service Associate – Client Support to provide administrative support to the financial advisory team and ensure a seamless client experience.

This is a full-time, non-exempt role based out of our BlueAsh/Cincinnati office requiring 5 days in-office work, with a salary range of $60k-$63k and eligibility for an annual bonus based on performance and company results.