Service Associate
$60K - $70K/yr
TRC Talent Solutions is hiring a client-focused Service Associate for Allworth Financial, a financial advisory firm in Riverwoods, IL. This full-time opportunity is ideal for someone who enjoys ...
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$60K - $70K/yr
TRC Talent Solutions is hiring a client-focused Service Associate for Allworth Financial, a financial advisory firm in Riverwoods, IL. This full-time opportunity is ideal for someone who enjoys ...
New
Quick apply
$60K - $70K/yr
TRC Talent Solutions is hiring a client-focused Service Associate for Allworth Financial, a financial advisory firm in Riverwoods, IL. This full-time opportunity is ideal for someone who enjoys ...
New
Sacramento, CA · On-site
$16.25 - $21.75/hr
Our Service Associate reports directly to the Operations Manager and is responsible for providing welcoming, professional, and helpful experience to all members. Beyond greeting and directing members ...
Sacramento, CA · On-site
$16.25 - $21.75/hr
Our Service Associate reports directly to the Operations Manager and is responsible for providing welcoming, professional, and helpful experience to all members. Beyond greeting and directing members ...
Boynton Beach, FL · On-site
$15 - $16/hr
Service Associate Boynton Beach, FL: N Congress Ave/Gateway Blvd EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines, but in our work environment as well. Like our members ...
Boynton Beach, FL · On-site
$15 - $16/hr
Service Associate Boynton Beach, FL: N Congress Ave/Gateway Blvd EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines, but in our work environment as well. Like our members ...
Kaysville, UT · On-site
$12/hr
Service Associate Kaysville, UT: Sportsplex Dr EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines, but in our work environment as well. Like our members, our employees ...
Kaysville, UT · On-site
$12/hr
Service Associate Kaysville, UT: Sportsplex Dr EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines, but in our work environment as well. Like our members, our employees ...
Oxnard, CA · On-site
$16.90 - $19.50/hr
Service Associate Oxnard: E Vineyard Ave / W Esplanade Dr EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines, but in our work environment as well. Like our members, our ...
Oxnard, CA · On-site
$16.90 - $19.50/hr
Service Associate Oxnard: E Vineyard Ave / W Esplanade Dr EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines, but in our work environment as well. Like our members, our ...
$14 - $18.75/hr
Our Service Associate reports directly to the Operations Manager and is responsible for providing welcoming, professional, and helpful experience to all members. Beyond greeting and directing members ...
$14 - $18.75/hr
Our Service Associate reports directly to the Operations Manager and is responsible for providing welcoming, professional, and helpful experience to all members. Beyond greeting and directing members ...
Phoenix, AZ · On-site
$15.75 - $20.75/hr
Our Service Associate reports directly to the Operations Manager and is responsible for providing welcoming, professional, and helpful experience to all members. Beyond greeting and directing members ...
Phoenix, AZ · On-site
$15.75 - $20.75/hr
Our Service Associate reports directly to the Operations Manager and is responsible for providing welcoming, professional, and helpful experience to all members. Beyond greeting and directing members ...
$16.75 - $22.25/hr
Our Service Associate reports directly to the Operations Manager and is responsible for providing welcoming, professional, and helpful experience to all members. Beyond greeting and directing members ...
$16.75 - $22.25/hr
Our Service Associate reports directly to the Operations Manager and is responsible for providing welcoming, professional, and helpful experience to all members. Beyond greeting and directing members ...
Phoenix, AZ · On-site
$15.75 - $20.75/hr
Our Service Associate reports directly to the Operations Manager and is responsible for providing welcoming, professional, and helpful experience to all members. Beyond greeting and directing members ...
Phoenix, AZ · On-site
$15.75 - $20.75/hr
Our Service Associate reports directly to the Operations Manager and is responsible for providing welcoming, professional, and helpful experience to all members. Beyond greeting and directing members ...
$15 - $20/hr
Our Service Associate reports directly to the Operations Manager and is responsible for providing welcoming, professional, and helpful experience to all members. Beyond greeting and directing members ...
$15 - $20/hr
Our Service Associate reports directly to the Operations Manager and is responsible for providing welcoming, professional, and helpful experience to all members. Beyond greeting and directing members ...
Melbourne, FL · On-site
$15 - $16/hr
Service Associate Melbourne, FL: N Wickham Rd/Business Ctr Blvd EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines, but in our work environment as well. Like our members ...
Melbourne, FL · On-site
$15 - $16/hr
Service Associate Melbourne, FL: N Wickham Rd/Business Ctr Blvd EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines, but in our work environment as well. Like our members ...
$16.25 - $21.50/hr
Our Service Associate reports directly to the Operations Manager and is responsible for providing welcoming, professional, and helpful experience to all members. Beyond greeting and directing members ...
$16.25 - $21.50/hr
Our Service Associate reports directly to the Operations Manager and is responsible for providing welcoming, professional, and helpful experience to all members. Beyond greeting and directing members ...
Moreno Valley, CA · On-site
$16.50 - $22/hr
Our Service Associate reports directly to the Operations Manager and is responsible for providing welcoming, professional, and helpful experience to all members. Beyond greeting and directing members ...
Moreno Valley, CA · On-site
$16.50 - $22/hr
Our Service Associate reports directly to the Operations Manager and is responsible for providing welcoming, professional, and helpful experience to all members. Beyond greeting and directing members ...
Sugar Land, TX · On-site
$10 - $11/hr
Service Associate Sugar Land, TX: Williams Trace Blvd / Hwy 6 EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines, but in our work environment as well. Like our members ...
Sugar Land, TX · On-site
$10 - $11/hr
Service Associate Sugar Land, TX: Williams Trace Blvd / Hwy 6 EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines, but in our work environment as well. Like our members ...
Palm Beach Gardens, FL · On-site
$15 - $16/hr
Service Associate Palm Beach Gardens, FL: ALT A1A/PGA Blvd EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines, but in our work environment as well. Like our members, our ...
Palm Beach Gardens, FL · On-site
$15 - $16/hr
Service Associate Palm Beach Gardens, FL: ALT A1A/PGA Blvd EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines, but in our work environment as well. Like our members, our ...
Glendale, CA · On-site
$16.90 - $19.50/hr
Service Associate Glendale: N Central Ave / WBroadway EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines, but in our work environment as well. Like our members, our ...
Glendale, CA · On-site
$16.90 - $19.50/hr
Service Associate Glendale: N Central Ave / WBroadway EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines, but in our work environment as well. Like our members, our ...
Conroe, TX · On-site
$14 - $18.75/hr
Service Associate Conroe: I-45 N / Loop 336 S EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines, but in our work environment as well. Like our members, our employees know ...
Conroe, TX · On-site
$14 - $18.75/hr
Service Associate Conroe: I-45 N / Loop 336 S EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines, but in our work environment as well. Like our members, our employees know ...
Goleta, CA · On-site
$16.90 - $19.50/hr
Service Associate Goleta: Vega Dr / Calle Real EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines, but in our work environment as well. Like our members, our employees ...
Goleta, CA · On-site
$16.90 - $19.50/hr
Service Associate Goleta: Vega Dr / Calle Real EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines, but in our work environment as well. Like our members, our employees ...
Richmond, TX · On-site
$10 - $11/hr
Service Associate Richmond, TX: Grand Pkwy/W Airport Rd EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines, but in our work environment as well. Like our members, our ...
Richmond, TX · On-site
$10 - $11/hr
Service Associate Richmond, TX: Grand Pkwy/W Airport Rd EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines, but in our work environment as well. Like our members, our ...
Davenport, FL · On-site
$15 - $16/hr
Service Associate FLD2P - Davenport: US Hwy 27 / Posner Blvd EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines, but in our work environment as well. Like our members, our ...
Davenport, FL · On-site
$15 - $16/hr
Service Associate FLD2P - Davenport: US Hwy 27 / Posner Blvd EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines, but in our work environment as well. Like our members, our ...
$9.38 - $11.41
2% of jobs
$11.41 - $13.44
6% of jobs
$15.01 is the 25th percentile. Wages below this are outliers.
$13.44 - $15.47
21% of jobs
The median wage is $17.02 / hr.
$15.47 - $17.50
27% of jobs
$17.50 - $19.54
18% of jobs
$19.63 is the 75th percentile. Wages above this are outliers.
$19.54 - $21.57
12% of jobs
$21.57 - $23.60
5% of jobs
$23.60 - $25.63
3% of jobs
$25.63 - $27.67
2% of jobs
$27.67 - $29.70
2% of jobs
$29.70 - $31.73
1% of jobs
$9
$19
$31
| Aspect | Service Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may require certifications | High school diploma or equivalent; often similar certifications |
| Work Environment | Retail, healthcare, banking, hospitality settings | Call centers, retail, banking, service desks |
| Employer & Industry Usage | Common in retail, healthcare, banking sectors | Widespread across customer-facing industries |
| Comparison Focus | Hands-on, in-person service roles | Phone or online customer support |
Service Associates typically work directly with customers in person, providing assistance and support in retail, healthcare, or banking environments. Customer Service Representatives often handle inquiries via phone or online, focusing on remote support. Both roles require strong communication skills and similar credentials, but their work settings and interaction methods differ.

Our client helps individuals and families plan confidently for today and tomorrow through retirement planning, investment advising, and 401(k) management. Youll join a team that values accuracy, responsiveness, and strong client relationships.
SUMMARY:
As a Service Associate, you will be the heartbeat of this mission. By delivering administrative excellence and seamless operational support, you will directly empower the financial advisory team and give clients the peace of mind they deserve. The Service Associate 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.
JOB DETAILS:
Role Type: Full-time, non-exempt role.
Location: Riverwoods, IL. Requires 5 days of in-office work.
Salary: Expected base salary $60k-$70k. Potential for an annual bonus based on the employees' performance and the companies.
What You'll Be Doing
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.
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.
What We Are Looking For
2-5 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).