Client Services Associate, Wealth Advisory

Allworthfinancial; Durham (NC); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Flexible spending accounts

401K contributions

Paid time off

Job summary

Allworth Financial in Durham, NC seeks a Service Associate – Client Support to provide 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 account documentation with senior team collaboration.

The role requires 2–5 years in a client-facing administrative role in financial services, strong communication, and proficiency with CRM systems and MS Office.

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).
• Knowledge of financial services industry practices, with familiarity in processing account transactions or client service inquiries.

Responsibilities

• Serve as initial point of contact for clients via phone and email.
• Assist with scheduling and coordinating client appointments.
• Process client requests including transactions and paperwork per firm policies.
• Assist in onboarding of new clients.
• Collaborate with custodians and internal teams to resolve client account issues and transfers.
• Support advisors with client-related documentation and forms.

Skills

Communication skills

CRM systems

Microsoft Office

Attention to detail

Multitasking

Education

BS/BA degree preferred

High school diploma or GED required

Tools

CRM systems

Microsoft Office

Job description

Allworth Financial in Durham, NC seeks a Service Associate – Client Support to provide 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 account documentation with senior team collaboration.

The role requires 2–5 years in a client-facing administrative role in financial services, strong communication, and proficiency with CRM systems and MS Office.