Client Services Associate - Notary (Financial Advisory)

Allworth Financial; Illinois; On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Flexible working arrangements

401K contributions

Paid holidays

Equity Purchase Program

Job summary

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

This full-time, non-exempt role requires 5 days in-office. Base salary ranges from $60,000 to $70,000 annually, with potential annual bonus based on

Qualifications

• 2-5 years of experience 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 with the ability to establish rapport with clients and colleagues.
• Experience with CRM systems and basic financial software; custodial platforms a plus.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).

Responsibilities

• Serve as initial point of contact for clients, addressing inquiries and providing timely responses via phone and email.
• Assist with scheduling and coordinating client appointments, ensuring logistics are handled efficiently.
• Process client requests, including transactions and paperwork, per firm policies.
• Assist in onboarding for new clients, ensuring a smooth experience.
• Collaborate with custodians and internal teams to resolve client account issues and transfers.
• Support advisors with client-related documentation, ensuring forms are complete and submitted on time.
• Provide notary services for client transactions as required.
• Maintain up-to-date client records across internal systems.

Skills

Communication skills

Attention to detail

Multitasking

Education

BS/BA degree preferred

High school diploma or GED required

Tools

CRM systems

Microsoft Office

Financial software

Custodial platforms

Job description

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

This full-time, non-exempt role requires 5 days in-office. Base salary ranges from $60,000 to $70,000 annually, with potential annual bonus based on