Client Services Associate

TRC Talent Solutions; Vancouver (WA); Vor Ort; USD 25.000 - 39.000; Vollzeit

Benefits dieser Stelle

Competitive pay

Benefits package

Professional development

Collaborative environment

Zusammenfassung

Allworth Financial is seeking a Client Services Associate to support tax advisors and deliver excellent client experiences. You will manage client interactions, schedule appointments, onboard new clients, and prepare materials for tax reviews.

The role emphasizes accuracy, strong communication, and teamwork in a fast-paced financial services environment, with a focus on process improvement and professional development.

Qualifikationen

• Experience in tax, financial services, or client service preferred.
• Strong verbal and written communication skills.
• Attention to detail and accuracy.
• Able to multi-task and prioritize in a fast-paced environment.
• Proficient with Microsoft Office; CRM and document management tools.

Aufgaben

• Deliver exceptional service across phone, video conference, and in-person client interactions.
• Schedule and confirm appointments for tax advisors.
• Manage tax advisors’ calendars and prepare meeting materials.
• Oversee onboarding of new clients.
• Organize and prepare client tax documents for review.
• Assemble and deliver completed client tax returns timely and securely.
• Maintain data accuracy and suggest process improvements.
• Participate in special projects as assigned.

Kenntnisse

Client service

Communication

Multi-tasking

Organizational skills

Problem solving

Analytical thinking

Ausbildung

Bachelor's degree preferred

Tools

CRM software

Document management

Intuit Lacerte

Microsoft Office

Jobbeschreibung

Allworth Financial, a leader in independent investment and retirement advisory services, is seeking a dedicated Client Services Associate to join our Tax Solutions Department. As a Client Services Associate, you will play an integral role in supporting tax advisors and delivering a superior client experience. This is an excellent opportunity to join a respected financial advisory firm that emphasizes ethical service, professional development, and a client-first approach. Allworth Financial is committed to helping clients achieve their long- and short-term financial goals through strategic planning and expert advice. If you are passionate about providing exceptional service and thrive in a professional, fast-paced environment.

At Allworth Financial, our Client Services Associates are the cornerstone of our client engagement strategy. You will interact with clients across various communication channels, ensuring their needs are met with efficiency and accuracy. By joining our team, you will be part of an organization that values innovation, collaboration, and continuous improvement in the realm of financial planning and tax solutions.

Client Services Associate - Summary

As a Client Services Associate, you will support tax advisors by managing client interactions, coordinating appointments, and ensuring the seamless onboarding of new clients. Your attention to detail and commitment to quality will contribute to an outstanding client experience. Working in our dynamic team environment, you will handle multiple priorities, adapt to changing demands, and actively participate in process improvement initiatives. This position offers growth potential within the financial services industry and a chance to work with a diverse and talented group of professionals.

Duties & Responsibilities

• Deliver exceptional service across phone, video conference, and in-person client interactions, ensuring all communications are professional and client-focused.
• Schedule and confirm appointments for tax advisors, providing proactive support to ensure efficient use of advisor time.
• Manage and review tax advisors’ calendars, preparing materials pertinent to upcoming meetings and appointments.
• Oversee all aspects of new client account onboarding, ensuring a smooth and welcoming experience for new clients.
• Organize and prepare client tax documents for review and use in tax preparation by tax advisors.
• Assemble and deliver completed client tax returns in a timely and secure manner.
• Handle multiple tax advisor client lists, navigating complex service situations with professionalism and accuracy.
• Maintain a strong focus on the quality and accuracy of work, continuously seeking ways to improve processes.
• Suggest and implement process improvements to enhance department efficiency and client satisfaction.
• Participate in special projects as assigned by management.

Salary & Benefits

• Competitive hourly compensation aligned with industry standards for Client Services Associate roles.
• Opportunities for professional development and growth within Allworth Financial.
• Comprehensive benefits package offered to eligible team members.
• Collaborative work environment with a focus on service excellence and continuous improvement.

Qualifications & Requirements

• Demonstrated passion for providing outstanding client service and satisfaction.
• Exceptional verbal and written communication skills.
• At least one year of experience in tax, financial services, or client service preferred.
• Meticulous attention to detail and a strong sense of accuracy in all work performed.
• Ability to effectively multi-task and prioritize daily work in a fast-paced environment.
• Flexibility and adaptability to embrace change and evolving business needs.
• Strong organizational, problem-solving, and analytical skills.
• Professional demeanor and high degree of integrity.
• Proficiency in Microsoft Office applications, with experience in Client Relationship Management (CRM) and Document Management workflow systems. Familiarity with Intuit Lacerte is preferred.
• Bachelor’s degree (BS/BA) is preferred, but not required.
• Ability to work effectively as part of a team and demonstrate approachability and collegiality.

Ideal Candidate Snapshot

• Service-oriented professional who thrives on helping others and exceeding expectations.
• Strong communicator, able to build rapport with clients and colleagues alike.
• Organized and efficient, capable of managing multiple priorities with composure.
• Analytical thinker who is proactive in identifying opportunities for process improvement.
• Tech-savvy and eager to learn new software tools and systems relevant to client services and tax solutions.

Other Relevant Information

• Allworth Financial embraces a direct approach to financial planning, with a focus on transparency and client advocacy.
• Working in our organization means being part of a team dedicated to supporting clients in reaching their retirement and investment goals.
• Applicants will join a workplace that encourages innovation, continuous learning, and collaboration.