Service Associate

Service AssociateVancouver, WAAllworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.This is a full-time, non-exempt role based out of Vancouver, WA. This candidate will be required to be in the office all five days of the work week. The base salary range for this position is between $60,000-$68,000 per year. We also provide generous benefits to all our full-time employees.Duties and ResponsibilitiesServe as an initial point of contact for clients, addressing inquiries and providing timely responses to their needs via phone and email.Assist with scheduling and coordinating client appointments, ensuring all logistics are handled efficiently and accurately.Process client requests, including transactions and paperwork, in line with firm policies and procedures.Assist in the onboarding process for new clients, ensuring a smooth and positive experience.Collaborate with custodians and internal teams to resolve client account issues, transfers, and general service requests.Support advisors with client-related documentation, ensuring all forms are complete, accurate, and submitted on time.Provide notary services for client transactions as required.Maintain up-to-date client records and help ensure accuracy and consistency across internal systems.Qualifications2-5 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 with the ability to establish rapport with clients and colleagues.Experience with CRM systems and basic financial software (experience with custodial platforms is a plus).Knowledge of financial services industry practices, with familiarity in processing account transactions or client service inquiries.Strong attention to detail and accuracy in handling client records and transaction-related documents.Ability to multitask and manage competing priorities in a fast-paced environment.Proficiency in Microsoft Office Suite (Word, Excel, Outlook).Physical RequirementsWorks in an office environmentRequires extended periods of sitting or standing at a desk, talking on the phone, and typingUse hands, fingers to constantly operate a computer and office equipment, such as copy machine and printerOccasionally move about inside the office to access file cabinets, office equipment, etc.May carry or lift weight up to 10 lbs. in very limited occurrencesBenefitsWe value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associatesDental insurance with MetLifeVision insurance with VSPOptional supplemental benefitsHealthcare savings accounts with company contributionFlexible spending accountsFlexible working arrangementsGenerous 401K contributionsExempt associates qualify for our flexible paid time off policyNon-Exempt associates will receive 15 days of paid time off annually during the first three years of employment11 Paid HolidaysOption to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)Future growth opportunities within the companyIn addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.Benefits are available to full-time associates who work more than 30 hours a week.The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.