Client Services Specialist, Financial Advisory

Allworth Financial; Raleigh (NC); On-site; USD 42,000 - 63,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Flexible spending accounts

Flexible working arrangements

401K contributions

Paid time off

Paid holidays

Equity Purchase Program

Job summary

Allworth Financial is seeking a Service Associate – Client Support based in Durham, NC. You will provide essential administrative support to the financial advisory team, handle day-to-day client service requests, process transactions, and manage account-related documentation on-site.

Ideal candidates have 2–5 years in client-facing administrative roles in financial services, with strong communication skills and proficiency in 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 or high school diploma/GED with experience.
• Strong communication skills to establish rapport with clients and colleagues.
• Experience with CRM systems and basic financial software; custodial platforms a plus.
• Attention to detail and accuracy in client records and documents.
• Ability to multitask and manage priorities in a fast-paced environment.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).

Responsibilities

• Serve as initial contact for clients via phone and email.
• Schedule and coordinate client appointments and logistics.
• Process client requests and paperwork per firm policies.
• Assist in onboarding new clients for a smooth experience.
• Collaborate with custodians and internal teams on account issues and transfers.
• Support advisors with client documentation and timely submission of forms.
• Provide notary services for client transactions as required.
• Maintain accurate client records across systems.

Skills

Excellent communication

CRM experience

Microsoft Office

Attention to detail

Multitasking

Education

BS/BA degree preferred

High school diploma or GED required

Tools

CRM systems

Financial software

Custodial platforms (plus)

Job description

Allworth Financial is seeking a Service Associate – Client Support based in Durham, NC. You will provide essential administrative support to the financial advisory team, handle day-to-day client service requests, process transactions, and manage account-related documentation on-site.

Ideal candidates have 2–5 years in client-facing administrative roles in financial services, with strong communication skills and proficiency in CRM systems and MS Office.