ZipRecruiter

Log In

Allworth Financial
Allworth Financial

44 Allworth Financial Service Associate Jobs Hiring Near You

Allworth Financial

Service Associate

Cincinnati, OH · On-site

$15 - $20.25/hr

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... The Service Associate - Client Support is responsible for providing exceptional administrative ...

Allworth Financial

Service Associate

Waltham, MA · On-site

$60K - $65K/yr

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... The Service Associate - Client Support is responsible for providing exceptional administrative ...

Allworth Financial

Service Associate

Cincinnati, OH · On-site

$15 - $20.25/hr

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... The Service Associate - Client Support is responsible for providing exceptional administrative ...

Allworth Financial

Service Associate

Riverwoods, IL · On-site

$60K - $70K/yr

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... The Service Associate - Client Support is responsible for providing exceptional administrative ...

Allworth Financial

Service Associate

Deerfield, IL · On-site

$60K - $70K/yr

Service Associate Riverwoods, Illinois, United States Allworth Financial is an independent ... Allworth Financial delivers long- and short-term investment planning solutions and advice to help ...

Allworth Financial

Service Associate

Riverwoods, IL · On-site

$60K - $70K/yr

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... The Service Associate - Client Support is responsible for providing exceptional administrative ...

Allworth Financial

Service Associate

Waltham, MA · On-site

$60K - $65K/yr

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... The Service Associate - Client Support is responsible for providing exceptional administrative ...

Allworth Financial

Service Associate

Vancouver, WA · On-site

$60K - $68K/yr

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... Service Associates work with our Service team and provide support to our Financial Advisors. This ...

Allworth Financial

Service Associate

Vancouver, WA · On-site

$60K - $68K/yr

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... Service Associates work with our Service team and provide support to our Financial Advisors. This ...

Allworth Financial

Financial Advisor

Houston, TX · On-site

Associate Advisor Support * Insurance Planning * Tax Planning Allworth is proud to be a recipient ... Leverage integrated services-including Estate Planning, Insurance Planning, and Tax Planning-to ...

Allworth Financial

Client Service Administrator

Denver, CO · On-site

$75 - $85K/hr

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... Exempt associates qualify for our flexible paid time off policy * Non-Exempt associates will ...

New

Allworth Financial

Client Service Administrator

Denver, CO · On-site

$75 - $85K/hr

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... Exempt associates qualify for our flexible paid time off policy * Non-Exempt associates will ...

New

Allworth Financial

Tax Preparer

Folsom, CA · On-site

$75/hr

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... The Tax Advisor is responsible for tax services provided to clients such as federal, state, and ...

Allworth Financial

Tax Manager

Folsom, CA · On-site

$130K - $180K/yr

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... The Tax Manager is responsible for tax services provided to clients such as federal, state and ...

Allworth Financial

Tax Manager

Cincinnati, OH · On-site

$100K - $150K/yr

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... The Tax Manager is responsible for tax services provided to clients such as federal, state and ...

next page

Showing results 1-20

All JobsAllworth Financial JobsAllworth Financial Service Associate Jobs

Allworth Financial Jobs Information

What other companies are hiring for Service Associate jobs?
What are the most popular jobs at Allworth Financial?
Infographic showing various Service Associate job openings at Allworth Financial in the United States as of August 2026, with employment types broken down into 62% Full Time, and 38% Part Time. Highlights an 83% Physical, and 17% Hybrid job distribution.

Service Associate

Allworth Financial

Cincinnati, OH • On-site

$15 - $20.25/hr

Full-time, Part-time

Medical, Dental, Vision, Retirement, PTO

Posted 6 days ago

Job description

Allworth Financial (www.allworthfinancial.com) 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.
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 role based out of our BlueAsh/Cincinnati office and requires 5 days of in-office work. This position has a salary range between $60k-$63k and is eligible for an annual bonus based on their performance and the companies.
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.
  • 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.

QUALIFICATIONS
  • 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).

PHYSICAL REQUIREMENTS
  • Works in an office environment
  • Requires extended periods of sitting or standing at a desk, talking on the phone, and typing
  • Use hands, fingers to constantly operate a computer and office equipment, such as copy machine and printer
  • Occasionally move about inside the office to access file cabinets, office equipment, etc.
  • May carry or lift weight up to 10 lbs. in very limited occurrences

BENEFITS
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:
  • Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
  • Dental insurance with MetLife
  • Vision insurance with VSP
  • Optional supplemental benefits
  • Healthcare savings accounts with company contribution
  • Flexible spending accounts
  • Flexible working arrangements
  • Generous 401K contributions
  • Exempt associates qualify for our flexible paid time off policy
  • Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
  • 11 Paid Holidays
  • Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
  • Future growth opportunities within the company

In 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.
Allworth Financial participates in E-Verify. Click here for more information.
California residents, click here for our privacy policy.

Apply