Client Service Associate
Location: Deerfield, IL
Job Type: Direct Hire
Company: TRC Talent Solutions
Salary: $60,000 - $70,000 Per Year
Category: Financial Services
Job Description Apply Now
TRC Talent Solutions is seeking a dedicated Client Service Associate to join the Allworth Financial team. This position is a key part of a financial advisory firm that focuses on helping individuals and families achieve financial security through retirement planning, investment advising, and 401(k) management. As a Client Service Associate, you will play a vital role in maintaining client satisfaction and supporting the operational needs of the team. This full-time, in-office opportunity is ideal for those who take pride in delivering exceptional administrative and client service in a fast-paced, detail-oriented environment.
Allworth Financial is recognized for its client-centered approach, emphasizing accuracy, responsiveness, and fostering long-term relationships. As the first point of contact for many clients, your professionalism and attention to detail will directly impact the overall client experience and support the firm's mission of empowering clients to plan confidently for their financial future.
This position is based in Riverwoods, IL, offering the chance to work in a thriving community known for its professional opportunities and collaborative working atmosphere. In this role, you will contribute to a positive, inclusive team culture, uphold the firm’s values, and have the opportunity to grow within the financial services industry.
Client Service Associate - Summary- Full-time, in-office administrative support role at a leading financial advisory firm
- Integral part of a team focused on delivering superior client service and operational excellence
- Opportunity to work in a professional, client-oriented environment
- Directly support the mission of helping clients achieve financial peace of mind
- Act as the initial point of contact for clients, responding to inquiries and service requests promptly via phone and email
- Coordinate and schedule client appointments, ensuring logistics are efficiently managed
- Process client transactions and documentation in accordance with company policies and procedures
- Assist in onboarding new clients, guaranteeing a smooth and welcoming experience
- Collaborate with custodians and internal teams to resolve account issues, transfers, and service requests
- Support advisors by managing client documentation, ensuring accuracy and timely submission
- Provide notary services for client-related transactions as needed
- Maintain up-to-date and accurate client records across internal systems
- Competitive base salary with the potential for annual performance-based bonuses
- Comprehensive benefits package (specifics to be discussed during the interview process)
- Opportunities for professional growth and development within the organization
- 2-5 years of experience in a client-facing administrative role within financial services or a related industry
- BS/BA degree preferred; high school diploma or GED required
- Strong verbal and written communication skills, with the ability to build rapport with clients and team members
- Experience with CRM systems and basic financial software; familiarity with custodial platforms is a plus
- Knowledge of financial industry practices, especially in processing account transactions and addressing client inquiries
- Exceptional attention to detail and organizational skills
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
- Ability to prioritize and manage multiple tasks in a dynamic environment
- Client-oriented, proactive, and resourceful in resolving issues
- Excels at multitasking and thrives in a fast-paced setting
- Demonstrates a strong sense of responsibility and confidentiality
- Adaptable and eager to support the financial advisory team
- Values accuracy, responsiveness, and collaborative teamwork
- Position is based in a vibrant professional community, offering excellent opportunities for career advancement
- Allworth Financial emphasizes a culture of integrity, mutual respect, and continuous professional growth
- TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.
If you are ready to make a meaningful impact as a Client Service Associate and grow your career in the financial services industry, we encourage you to apply today by clicking the application button. Join a team that values your contributions and supports your professional journey!