Service 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

401(k) with company match

Paid time off

Job summary

Allworth Financial seeks a Service Associate to support our financial advisory team in Vancouver, WA. This full-time, in-office role focuses on delivering client-centric service, notary support, and efficient handling of account-related tasks.

You will be the first point of contact for clients, help schedule appointments, process requests, and assist with onboarding while collaborating with custodians and internal teams to resolve issues. Strong CRM and MS Office skills are essential.

Qualifications

• 2–5 years in a client-facing administrative role within 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 relations

Communication

Multitasking

CRM systems

Office software

Education

BS/BA preferred

High school diploma or GED required

Tools

Microsoft Office

CRM systems

Job description

Summary

Our Service Team consistently strives for service excellence. Service Associates work with our Service team and provide support to our Financial Advisors. This role goes beyond day‑to‑day client support and requires a strategic approach to managing client needs, improving service processes, and supporting our financial advisory team in delivering best‑in‑class financial guidance. You will bring extensive experience in financial services, excellent relationship‑building skills, and a commitment to improving the client experience at every interaction.

Position Details

This is a full‑time, non‑exempt role based out of Vancouver, WA. The candidate will be required to be in the office all five days of the work week. The base salary range for this position is between $60,000 and $68,000 per year. We also provide generous benefits to all our full‑time employees.

Duties and 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.

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).

Physical Requirements

• Works in an office environment.
• Requires extended periods of sitting or standing at a desk, talking on the phone, and typing.
• Use hands, fingers to constantly operate a computer and office equipment, such as copy machine and printer.
• Occasionally move about inside the office to access file cabinets, office equipment, etc.
• May carry or lift weight up to 10 lbs. in very limited occurrences.

Benefits

We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package.

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates.
• Dental insurance with MetLife.
• Vision insurance with VSP.
• Optional supplemental benefits.
• Healthcare savings accounts with company contribution.
• Flexible spending accounts.
• Flexible working arrangements.
• Generous 401(k) contributions.
• Exempt associates qualify for our flexible paid time off policy.
• Non‑Exempt associates will receive 15 days of paid time off annually during the first three years of employment.
• 11 paid holidays.
• Option to participate in our Equity Purchase Program (Contract, intern, and part‑time employees are not eligible).
• Future growth opportunities within the company.

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full‑time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

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