Service Associate
Allworth Financial
- Experience
- 2+ yrs
- Location
- Addison, Texas, United States
- Job type
- Full-time
Required skills
- CRM
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
About the role
2-5 years client-facing administrative experience in financial services; high school diploma or GED required, BS/BA preferred; CRM and financial software experience; Microsoft Office proficiency; office environment with extended sitting/standing and computer use.
About Allworth Financial
Private registered investment advisory firm providing retirement, investment, and wealth planning to individuals and retirement plans.
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