Client Service Associate
Location: Vancouver, WA
Job Type: Direct Hire
Company: TRC Talent Solutions
Salary: $60,000 - $68,000 Per Year
Category: Financial Services
Job Description Apply Now
Allworth Financial is a leading independent investment advisory firm specializing in retirement planning, investment advice, and 401(k) management. As a trusted partner to individuals planning their financial futures, Allworth Financial is committed to delivering clear, strategic solutions that help clients achieve both short- and long-term financial goals. To support this mission, we are seeking a dedicated Client Service Associate to join our dynamic team in Vancouver, WA. This is a full-time opportunity where you will play a vital role in ensuring an exceptional client experience, supporting our financial advisors, and helping to maintain our reputation for service excellence.
As a Client Service Associate, you will serve as a primary point of contact for clients, providing timely and accurate responses to their inquiries and ensuring all requests are managed efficiently. You will be an integral part of the service team, working collaboratively with financial advisors and internal departments to support the daily administrative functions that keep our operations running smoothly. This position is ideal for professionals who excel in a client-facing environment, have a strong foundation in financial services administration, and are passionate about delivering exceptional service at every touchpoint.
At Allworth Financial, we value a strategic approach to supporting our clients and advisors. The Client Service Associate will not only handle routine client service tasks but also participate in process improvement initiatives and contribute to a culture of continuous improvement. If you have strong communication skills, a keen attention to detail, and a commitment to helping others, we invite you to consider this rewarding opportunity. Working in Vancouver, WA means you will be part of a vibrant and growing region known for its diverse business community and high quality of life.
Client Service Associate - Summary- Support financial advisors by managing daily administrative and client service functions
- Serve as the initial point of contact for clients, ensuring a positive and professional experience
- Maintain up-to-date client records and assist with process improvement initiatives within the service team
- Participate in a collaborative, client-focused work environment dedicated to service excellence
- Act as the first point of contact for clients, addressing inquiries and providing prompt resolutions via phone and email
- Coordinate and schedule client appointments, managing logistics to ensure all meetings are seamlessly organized
- Process client requests, including transactions and documentation, in compliance with firm policies and industry standards
- Assist in the onboarding process for new clients to ensure a smooth and welcoming experience
- Collaborate with custodians and internal teams to resolve account issues, transfers, and service requests
- Support financial advisors by preparing and reviewing client documentation, ensuring accuracy and timely submission
- Provide notary services for client transactions as required
- Maintain accurate and up-to-date client records across all internal systems
- Participate in process improvements and contribute ideas to enhance the overall client service experience
- Competitive base salary range: $60,000–$68,000 per year
- Generous benefits package, including health, dental, vision, and retirement plan options
- Full-time employment with opportunities for professional development and growth
- 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
- Excellent verbal and written communication skills with the ability to build rapport with clients and colleagues
- Experience using CRM systems and basic financial software; experience with custodial platforms is a plus
- Working knowledge of financial services industry practices, including account transactions and client service processes
- Strong attention to detail and accuracy in handling sensitive client records and documentation
- Ability to multitask and prioritize in a fast-paced, high-volume environment
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
- Detail-oriented, organized, and proactive in problem-solving
- Demonstrates a client-first mindset and a commitment to exceeding client expectations
- Strong interpersonal skills and an ability to work collaboratively across teams
- Thrives in a dynamic environment with evolving responsibilities
- Eager to contribute to a culture of service excellence and continuous improvement
- This is a full-time, on-site role requiring presence in the office during standard business hours
- Allworth Financial is an equal opportunity employer and is committed to building a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status.
If you are ready to take the next step in your career as a Client Service Associate, we encourage you to apply today by clicking the job application button. Join Allworth Financial and make a meaningful impact by supporting clients on their journey to financial security and retirement success.