Client Service Specialist - Financial Advisory Support
TRC Talent Solutions
Allworth Financial in Vancouver, WA is seeking a Service Associate to join our Service Team. You will support Financial Advisors by handling client inquiries, scheduling, and processing requests in line with firm policies. This full-time, in-office role requires 2–5 years in a client-facing administrative position within financial services, strong communication, CRM experience, and excellent attention to detail to ensure accurate client records and smooth service delivery. #J-18808-Ljbffr TRC Talent Solutions
Vacancy posted 2 days ago
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