Client Experience Specialist — Financial Advisory Support
Allworth Airline Advisors (Formerly RAA)
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. #J-18808-Ljbffr Allworth Airline Advisors (Formerly RAA)
Vacancy posted 3 days ago
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