Client Service Specialist - Wealth Advisory

Allworth Financial; Addison (TX); Hybrid; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Flexible working arrangements

401K contributions

Paid time off (PTO)

Job summary

Allworth Financial in Addison, TX seeks a Service Associate – Client Support to deliver exceptional administrative support to the advisory team and ensure a seamless client experience. You will handle day-to-day client service requests, process transactions, and manage documentation while collaborating with senior staff for accurate, timely results.

The role emphasizes coordinating appointments, onboarding new clients, and providing general account support.

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

Client service

CRM

Attention to detail

Communication

Multitasking

MS Office

Education

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

Tools

CRM systems

Job description

Allworth Financial in Addison, TX seeks a Service Associate – Client Support to deliver exceptional administrative support to the advisory team and ensure a seamless client experience. You will handle day-to-day client service requests, process transactions, and manage documentation while collaborating with senior staff for accurate, timely results.

The role emphasizes coordinating appointments, onboarding new clients, and providing general account support.