Client Services Associate – Financial Advisory Support

Allworth Financial; Vancouver (WA); On-site; USD 60,000 - 68,000; Full time

Benefits offered by this job

Medical: Blue Shield / Kaiser plans

Dental insurance

Vision insurance

Flexible working arrangements

401(k) plan

Paid time off

11 paid holidays

Job summary

Allworth Financial in Vancouver, WA is seeking a Service Team Associate to provide dedicated client support and help improve service processes within the financial advisory environment. In this role you will handle client inquiries, schedule appointments, process requests, and support advisors with documentation while maintaining accurate client records and delivering a high level of service.

This is a full‑time, non‑exempt role based out of Vancouver, WA with a base salary range and generous

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

Customer service

CRM systems

Microsoft Office

Communication

Attention to detail

Multitasking

Education

BS/BA preferred

High school diploma or GED required

Tools

CRM software

Custodial platforms

Microsoft Excel

Job description

Allworth Financial in Vancouver, WA is seeking a Service Team Associate to provide dedicated client support and help improve service processes within the financial advisory environment. In this role you will handle client inquiries, schedule appointments, process requests, and support advisors with documentation while maintaining accurate client records and delivering a high level of service.

This is a full‑time, non‑exempt role based out of Vancouver, WA with a base salary range and generous