Financial Advisory Client Services Associate

Allworth Airline Advisors (Formerly RAA); Vancouver (WA); On-site; USD 60,000 - 68,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K contributions

Paid time off

Job summary

Allworth Financial in Vancouver, WA, is seeking a Service Associate to support our Financial Advisors and clients with a strategic, service-led approach. The role emphasizes improving client experiences and coordinating with internal teams to ensure accuracy and timely responses.

The position is full-time, based in our Vancouver office, with expectations to be in the office five days a week. Base pay ranges from $60,000 to $68,000 annually, plus generous benefits for all full-time employees.

Qualifications

• 2–5 years in a client-facing administrative role within financial services or related industry.
• Experience with CRM systems and basic financial software; familiarity with custodial platforms is a plus.
• Strong communication and accuracy in handling client records and transactions.

Responsibilities

• Serve as initial contact for clients via phone and email, addressing inquiries and providing timely responses.
• Assist with scheduling and coordinating client appointments and logistics.
• Process client requests and paperwork in line with firm policies.
• Support onboarding of new clients for smooth experiences.
• Collaborate with custodians and internal teams to resolve client issues and transfers.
• Assist advisors with client-related documentation ensuring forms are complete and submitted on time.
• Provide notary services for client transactions as required.

Skills

Communication skills

Multitasking

Attention to detail

Relationship building

Education

BS/BA degree preferred

High school diploma or GED required

Tools

CRM systems

MS Office Suite

Custodial platforms

Job description

Allworth Financial in Vancouver, WA, is seeking a Service Associate to support our Financial Advisors and clients with a strategic, service-led approach. The role emphasizes improving client experiences and coordinating with internal teams to ensure accuracy and timely responses.

The position is full-time, based in our Vancouver office, with expectations to be in the office five days a week. Base pay ranges from $60,000 to $68,000 annually, plus generous benefits for all full-time employees.