Wealth Management Client Service Associate

Allworth Financial; Durham (NC); Hybrid; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401K

Paid Time Off

Flexible working arrangements

HSA

Equity Purchase Program

Holiday pay

Job summary

Allworth Financial is seeking a Service Associate – Client Support in our Durham, NC office. You will provide administrative support to the advisory team and ensure a seamless client experience. Duties include handling inquiries, processing transactions, and managing account documentation with on-site collaboration five days a week.

The role emphasizes accurate record-keeping, onboarding support, and coordination with custodians and internal teams to resolve client issues.

Qualifications

• 2-5 years in a client-facing administrative role in financial services or related industry.
• Strong communication skills and ability to build rapport with clients and colleagues.
• Experience with CRM systems and basic financial software; attention to detail.

Responsibilities

• Serve as initial contact for clients via phone and email, addressing inquiries.
• Schedule and coordinate client appointments and logistics.
• Process client requests and paperwork in line with firm policies.
• Assist onboarding of new clients and support documentation accuracy.
• Support advisors with client-related documentation and notary assistance as needed.

Skills

Client service

CRM systems

Communication

Microsoft Office

Documentation

Education

BS/BA preferred

High school diploma or GED

Tools

CRM software

Job description

Allworth Financial is seeking a Service Associate – Client Support in our Durham, NC office. You will provide administrative support to the advisory team and ensure a seamless client experience. Duties include handling inquiries, processing transactions, and managing account documentation with on-site collaboration five days a week.

The role emphasizes accurate record-keeping, onboarding support, and coordination with custodians and internal teams to resolve client issues.