Client Services Associate - Financial Advisory

Allworth Financial; Riverwoods (IL); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Flexible working arrangements

Generous 401(k) contributions

Paid time off

11 paid holidays

Equity Purchase Program (not eligible:

Future growth opportunities

Job summary

Allworth Financial in Riverwoods, IL is seeking a Service Associate – Client Support to deliver exceptional administrative support to the financial advisory team and ensure a seamless client experience. You will handle day‑to‑day client service requests, process transactions, handle inquiries, and manage account‑related documentation, collaborating with senior team members.

This full‑time, non‑exempt role requires 5 days in the office at our Riverwoods location, with a base salary of

Qualifications

• 2–5 years in a client‑facing administrative role within financial services or related industry.
• BS/BA degree preferred; high school diploma or GED required.
• Strong communication skills and ability to build rapport with clients and colleagues.
• Experience with CRM systems and basic financial software; custodial platforms a plus.
• Knowledge of financial services practices; familiarity with processing account transactions or client service inquiries.
• Attention to detail and accuracy in client records and documents.
• Ability to multitask and manage competing priorities in a fast-paced environment.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).

Responsibilities

• Serve as the initial point of contact for clients via phone and email.
• Assist with scheduling and coordinating client appointments and logistics.
• Process client requests, transactions, and paperwork in line with policies.
• Assist in onboarding new clients for a smooth experience.
• Collaborate with custodians and internal teams to resolve issues and transfers.
• Support advisors with client documentation and timely submissions.
• Provide notary services for client transactions as required.
• Maintain up-to-date client records across internal systems.

Skills

Customer service

Communication

CRM systems

Microsoft Office

Education

BS/BA preferred

High school diploma or GED required

Tools

CRM systems

Custodial platforms

Basic financial software

Job description

Allworth Financial in Riverwoods, IL is seeking a Service Associate – Client Support to deliver exceptional administrative support to the financial advisory team and ensure a seamless client experience. You will handle day‑to‑day client service requests, process transactions, handle inquiries, and manage account‑related documentation, collaborating with senior team members.

This full‑time, non‑exempt role requires 5 days in the office at our Riverwoods location, with a base salary of