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Client Services Associate - Financial Advisory

Job in Riverwoods, Lake County, Illinois, USA
Listing for: Allworth Financial
Full Time position
Listed on 2026-07-15
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator
  • Customer Service/HelpDesk
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 60000 - 70000 USD Yearly USD 60000.00 70000.00 YEAR
Job Description & How to Apply Below

Allworth Financial in Riverwoods, IL is seeking a Service Associate – Client Support to deliver exceptional administrative support to the financial advisory team and ensure a seamless client experience. You will handle day‑to‑day client service requests, process transactions, handle inquiries, and manage account‑related documentation, collaborating with senior team members.

This full‑time, non‑exempt role requires 5 days in the office at our Riverwoods location, with a base salary of

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Position Requirements
10+ Years work experience
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