Service Associate

Job Description

Allworth Financial is seeking a Service Associate to provide administrative support to the financial advisory team and ensure a seamless client experience. The Service Associate will assist with day-to-day client service requests, processing transactions, handling client inquiries, and managing account-related documentation. The Service Associate will collaborate closely with senior team members to deliver high-quality service and contribute to the smooth operation of client services.This is a full-time, Non-Exempt role based out of Allworth Financial's Kennesaw office and requires 5 days of in-office work.Role Involves:

• Serving as an initial point of contact for clients.
• Assisting with scheduling and coordinating client appointments.
• Processing client requests, including transactions and paperwork.
• Assisting in the onboarding process for new clients.
• Collaborating with custodians and internal teams to resolve client account issues.
• Supporting advisors with client-related documentation.
• Providing notary services for client transactions as required.
• Maintaining up-to-date client records.

Requirements:

• 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.
• Experience with CRM systems and basic financial software.
• Knowledge of financial services industry practices.
• Strong attention to detail and accuracy.
• Ability to multitask and manage competing priorities.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).

Allworth Financial offers:

• Medical, dental, and vision insurance.
• Healthcare savings accounts with company contribution.
• Flexible spending accounts.
• Flexible working arrangements.
• Generous 401K contributions.
• Paid time off and paid holidays.
• Equity Purchase Program.
• Future growth opportunities within the company.