Service Associate
Posted 7 Oct 2026
BranchFactor Summary
The original posting with the fluff stripped out
- Expected experience
- 2–5 yrs
- Management level
- Individual contributor
- Employment
- On-Site
- Contract
- Full-time
No salary listed for this role.
Study levelCertificate
Study levelBachelor's
About Allworth Financial
Allworth Financial (www.allworthfinancial.com) 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.
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.
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.
SUMMARY:
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.
This is a full-time, non-exempt position based in our Addison, TX office and requires five days per week on-site.
DUTIES AND RESPONSIBILITIES
- Serve 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