or apply directly on Allworth Financial's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 80 days Allworth Financial's roles stay open a median of 77 days
- Reposted
- No
- Salary listed
- Yes 52% of Allworth Financial's roles list one
- Ghost-job risk at Allworth Financial
- high 23 stale, 1 reposted of 27 open
- Hiring momentum
- 35 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-10-22
Measured from postings appearing on and disappearing from Allworth Financial's own greenhouse board since 2026-08-03. Full hiring picture for Allworth Financial.
About this role
As a Service Associate at Allworth Financial, you will support Financial Advisors by managing client inquiries, scheduling appointments, and processing client requests. Your role will involve improving service processes and ensuring a positive client experience through effective communication and attention to detail. This position requires a proactive approach to client service and collaboration with internal teams.
- benefits
- 5/5
- freshness
- 1/5
- career value
- 3/5
- role clarity
- 4/5
- pay transparency
- 5/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Allworth Financial as an employer.
What you need
- 2-5 years of experience in a client-facing administrative role within the financial services or related industry
- 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
- 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
Nice to have
- BS/BA degree preferred
- Experience with custodial platforms is a plus
What you get
- 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
Worth weighing
- Position requires being in the office all five days of the work week
- Base salary range is between $60,000-$68,000 per year
- Role involves a high degree of client interaction and administrative tasks
- No mention of remote work options or flexibility in hours
Summarised from Allworth Financial's posting. Read the full original.
Listed by Allworth Financial on their greenhouse job board, last confirmed open on 2026-10-22. PitchMeAI is not the employer.
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