Financial Services Client Support Associate

Allworthfinancial; Vancouver (WA); On-site; USD 60,000 - 68,000; Full time

Benefits offered by this job

Medical and dental insurance

401K contributions

Flexible paid time off policy

Job summary

Allworth Financial in Vancouver, WA is seeking a full-time Service Associate to support our financial advisors and enhance client experiences. The ideal candidate has a strong background in financial services, excellent communication skills, and a commitment to service excellence. Responsibilities include addressing client inquiries, scheduling appointments, and processing requests efficiently.

With a competitive salary range of $60,000-$68,000 and extensive benefits, including healthcare plans and generous 401k contributions, this position is ideal for individuals looking to grow within a supportive environment.

Qualifications

• 2-5 years in a client-facing administrative role in financial services.
• Strong communication skills to build rapport with clients.
• Experience with CRM systems and basic financial software.

Responsibilities

• Serve as initial point of contact for clients.
• Assist in scheduling client appointments.
• Process client requests and transactions.

Skills

Communication skills

Attention to detail

Multitasking

Education

BS/BA degree preferred; high school diploma or GED required

Tools

CRM systems

Microsoft Office Suite

Job description

Allworth Financial in Vancouver, WA is seeking a full-time Service Associate to support our financial advisors and enhance client experiences. The ideal candidate has a strong background in financial services, excellent communication skills, and a commitment to service excellence. Responsibilities include addressing client inquiries, scheduling appointments, and processing requests efficiently.

With a competitive salary range of $60,000-$68,000 and extensive benefits, including healthcare plans and generous 401k contributions, this position is ideal for individuals looking to grow within a supportive environment.