Client Support Specialist – Financial Services
Job in
Waltham, Middlesex County, Massachusetts, 02254, USA
Listed on 2026-08-05
Listing for:
Allworth Financial
Full Time
position Listed on 2026-08-05
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Allworth Financial is seeking a Service Associate – Client Support to provide administrative support to the advisory team and ensure a seamless client experience in our Waltham, MA office. The role handles client inquiries, transactions, and account documentation on-site five days a week.
Base salary ranges from $60,000 to $65,000 with potential for an annual bonus based on performance. Strong communication, CRM, and MS Office skills are essential to success in this role.
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