<div class="content-intro"><p></p> <p data-olk-copy-source="MessageBody"></p> <p><strong data-olk-copy-source="MessageBody">About Allworth Financial</strong></p> <p data-olk-copy-source="MessageBody">Allworth Financial (<a href="https://nam04.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.allworthfinancial.com%2F&data=05%7C02%7CIliana.Escobar%40allworthfinancial.com%7C2026e3688002494e93f808df0eaab575%7C1750600f3ba44b0792b0e6cf63ab59d0%7C0%7C0%7C639245798531057261%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=wcUn7TLLpjjmsIf%2F0o3IE85m3Pxdeo6ewHuXRdqNzHw%3D&reserved=0" data-auth="NotApplicable" data-linkindex="2">www.allworthfinancial.com</a>) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.</p> <p>Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.</p> <p><span data-olk-copy-source="MessageBody">Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at AllworthFinancial.com.</span></p> <p></p></div><p><strong>SUMMARY:</strong></p> <p>Our Service Team consistently strives for service excellence. The Service Associate – Client Support is responsible for providing exceptional administrative support to the financial advisory team and ensuring a seamless client experience. This role will focus on assisting with day-to-day client service requests, processing transactions, handling client inquiries, and managing account-related documentation. The Service Associate will collaborate closely with senior team members to deliver high-quality service and contribute to the smooth operation of client services.</p> <p>This is a full-time, non-exempt position based in our Addison, TX office and requires five days per week on-site. </p> <p><strong>DUTIES AND RESPONSIBILITIES</strong></p> <ul> <li>Serve as an initial point of contact for clients, addressing inquiries and providing timely responses to their needs via phone and email</li> <li>Assist with scheduling and coordinating client appointments, ensuring all logistics are handled efficiently and accurately</li> <li>Process client requests, including transactions and paperwork, in line with firm policies and procedures</li> <li>Assist in the onboarding process for new clients, ensuring a smooth and positive experience</li> <li>Collaborate with custodians and internal teams to resolve client account issues, transfers, and general service requests</li> <li>Support advisors with client-related documentation, ensuring all forms are complete, accurate, and submitted on time</li> <li>Provide notary services for client transactions as required</li> <li>Maintain up-to-date client records and help ensure accuracy and consistency across internal systems</li> </ul> <p><strong>QUALIFICATIONS</strong></p> <ul> <li>2-5 years of experience in a client-facing administrative role within the financial services or related industry</li> <li>BS/BA degree preferred; high school diploma or GED required</li> <li>Strong communication skills with the ability to establish rapport with clients and colleagues</li> <li>Experience with CRM systems and basic financial software (experience with custodial platforms is a plus)</li> <li>Knowledge of financial services industry practices, with familiarity in processing account transactions or client service inquiries</li> <li>Strong attention to detail and accuracy in handling client records and transaction-related documents</li> <li>Ability to multitask and manage competing priorities in a fast-paced environment</li> <li>Proficiency in Microsoft Office Suite (Word, Excel, Outlook) </li> </ul> <p><strong>PHYSICAL REQUIREMENTS</strong></p> <ul> <li>Works in an office environment</li> <li>Requires extended periods of sitting or standing at a desk, talking on the phone, and typing</li> <li>Use hands, fingers to constantly operate a computer and office equipment, such as copy machine and printer</li> <li>Occasionally move about inside the office to access file cabinets, office equipment, etc.</li> <li>May carry or lift weight up to 10 lbs. in very limited occurrences</li> </ul> <p> </p> <p> </p><div class="content-conclusion"><p><strong>BENEFITS</strong></p> <p>We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:</p> <ul> <li>Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates</li> <li>Dental insurance with MetLife</li> <li>Vision insurance with VSP</li> <li>Optional supplemental benefits</li> <li>Healthcare sa