Client Services Specialist – Financial Advisory

Allworthfinancial; Cincinnati (OH); On-site; USD 60,000 - 63,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Flexible working arrangements

401K contributions

Paid time off

11 Paid Holidays

Job summary

Allworth Financial in Cincinnati is seeking a Service Associate – Client Support to provide exceptional administrative support to the financial advisory team and ensure a seamless client experience. This in-office role requires 5 days on-site at BlueAsh/Cincinnati and offers a salary range of $60k–$63k with eligibility for an annual bonus based on performance and company results.

The role focuses on handling day-to-day client service requests, processing transactions, onboarding new clients, and

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 provide timely responses via phone and email.
• Assist with scheduling and coordinating client appointments and logistics.
• 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 and timely submissions.
• Provide notary services for client transactions as required.
• Maintain up-to-date client records across internal systems.

Skills

CRM systems

Customer service

Attention to detail

MS Office

Communication skills

Education

BS/BA preferred

High school diploma or GED required

Tools

Custodial platforms

Job description

Allworth Financial in Cincinnati is seeking a Service Associate – Client Support to provide exceptional administrative support to the financial advisory team and ensure a seamless client experience. This in-office role requires 5 days on-site at BlueAsh/Cincinnati and offers a salary range of $60k–$63k with eligibility for an annual bonus based on performance and company results.

The role focuses on handling day-to-day client service requests, processing transactions, onboarding new clients, and