Financial Services Client Support Specialist

Allworthfinancial; Bel Air (MD); On-site; USD 60,000 - 62,000; Full time

Benefits offered by this job

Medical & Dental Insurance

Vision Insurance

Flexible working arrangements

401K contributions

Paid time off

Holidays

Equity Purchase Program (restricted)

Bonus potential

Job summary

Allworth Financial is seeking a Service Associate – Client Support for our Bel Air, MD office. The role focuses on providing exceptional administrative support to the financial advisory team and ensuring a seamless client experience.

This full-time, on-site position requires five days per week in the office and offers a base salary of $60,000–$62,000 with potential for an annual bonus based on performance and company results.

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 providing timely responses to their needs via phone and email
• Assist with scheduling and coordinating client appointments, ensuring all logistics are handled efficiently and accurately
• Process client requests, including transactions and paperwork, in line with firm policies and procedures
• Assist in the onboarding process for new clients, ensuring a smooth and positive experience
• Collaborate with custodians and internal teams to resolve client account issues, transfers, and general service requests
• Support advisors with client-related documentation, ensuring all forms are complete, accurate, and submitted on time
• Provide notary services for client transactions as required
• Maintain up-to-date client records and help ensure accuracy and consistency across internal systems

Skills

Client service

Communication

Attention to detail

Multitasking

Excel

Education

BS/BA preferred

High school diploma or GED

Tools

CRM systems

Custodial platforms (plus)

Microsoft Office

Job description

Allworth Financial is seeking a Service Associate – Client Support for our Bel Air, MD office. The role focuses on providing exceptional administrative support to the financial advisory team and ensuring a seamless client experience.

This full-time, on-site position requires five days per week in the office and offers a base salary of $60,000–$62,000 with potential for an annual bonus based on performance and company results.