Client Service Specialist – Financial Advisory Support

TRC Talent Solutions; Washington; On-site; USD 60,000 - 68,000; Full time

Job summary

Allworth Financial in Vancouver, WA is seeking a Service Associate to join our Service Team. You will support Financial Advisors by handling client inquiries, scheduling, and processing requests in line with firm policies.

This full-time, in-office role requires 2–5 years in a client-facing administrative position within financial services, strong communication, CRM experience, and excellent attention to detail to ensure accurate client records and smooth service delivery.

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).

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

Client-facing experience

CRM systems experience

Attention to detail

Communication skills

Multitasking in fast-paced env

Education

Bachelor's degree (BS/BA) preferred

High school diploma or GED required

Tools

CRM software

Finance software

Custodial platforms

Microsoft Office Suite

Job description

Allworth Financial in Vancouver, WA is seeking a Service Associate to join our Service Team. You will support Financial Advisors by handling client inquiries, scheduling, and processing requests in line with firm policies.

This full-time, in-office role requires 2–5 years in a client-facing administrative position within financial services, strong communication, CRM experience, and excellent attention to detail to ensure accurate client records and smooth service delivery.