Client Support Specialist – Financial Services

Allworth Airline Advisors (Formerly RAA); Durham (NC); On-site; USD 38,000 - 54,000; Full time

Benefits offered by this job

Medical: Blue Shield and Kaiser plans

Dental insurance

Vision insurance

Supplemental benefits

HSA and FSA

Flexible working arrangements

401K contributions

Flexible paid time off

15 days PTO first three years

11 paid holidays

Equity Purchase Program (eligible)

Growth opportunities

Job summary

Allworth Financial is seeking a Service Associate – Client Support to provide administrative support to the financial advisory team and ensure a seamless client experience in our Durham, NC office. You will handle day-to-day client service requests, process transactions, manage account documentation, and collaborate with senior team members to deliver high-quality service.

This full-time, on-site role requires five days per week in the office.

Qualifications

• 2-5 years of client-facing administrative experience in financial services.
• BS/BA preferred; high school diploma or GED acceptable.
• Strong communication skills and ability to establish rapport with clients.
• Experience with CRM systems and basic financial software.
• Knowledge of financial services practices and processing client inquiries.
• Attention to detail and accuracy in handling client records and documents.
• Ability to multitask in a fast-paced environment.
• Proficient in Word, Excel, and Outlook.

Responsibilities

• Serve as initial client contact via phone and email.
• Assist with scheduling and coordinating client appointments.
• Process client requests and paperwork per firm policies.
• Assist onboarding for new clients.
• Collaborate with custodians to resolve account issues.
• Support advisors with client documentation and forms.
• Provide notary services as required.
• Maintain up-to-date client records in internal systems.

Skills

Client-facing experience

CRM systems

Financial services knowledge

MS Office proficiency

Attention to detail

Communication skills

Education

BS/BA degree preferred

High school diploma or GED required

Tools

CRM systems

Custodial platforms

Microsoft Office

Job description

Allworth Financial is seeking a Service Associate – Client Support to provide administrative support to the financial advisory team and ensure a seamless client experience in our Durham, NC office. You will handle day-to-day client service requests, process transactions, manage account documentation, and collaborate with senior team members to deliver high-quality service.

This full-time, on-site role requires five days per week in the office.