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Mccord's Vancouver Auto Center, Inc.
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Vancouver, Washington, United States · On-site
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The Service Associate provides strategic support to Financial Advisors by managing client inquiries, processing transactions, and coordinating appointments. They are responsible for onboarding new clients and collaborating with custodians to resolve account issues.
Requirements
Requires 2-5 years of client-facing administrative experience in financial services and proficiency in Microsoft Office and CRM systems. A high school diploma is required, while a bachelor's degree is preferred.
Full job description
About Allworth Financial
Allworth Financial (www.allworthfinancial.com) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.
Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.
Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at AllworthFinancial.com.
SUMMARY:
Our Service Team consistently strives for service excellence. Service Associates work with our Service team and provide support to our Financial Advisors. This role goes beyond day-to-day client support and requires a strategic approach to managing client needs, improving service processes, and supporting our financial advisory team in delivering best-in-class financial guidance. You will bring extensive experience in financial services, excellent relationship-building skills, and a commitment to improving the client experience at every interaction.
This is a full-time, non-exempt role based out of Vancouver, WA. This candidate will be required to be in the office all five days of the work week. The base salary range for this position is between $60,000-$68,000 per year. We also provide generous benefits to all our full-time employees.
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.
Give your wealth an advantage. Experience the complete and advanced approach to planning every modern investor deserves.
Industry
Financial Services
Company size
201-500 employees
Founded
1993
Headquarters
Folsom, California
LinkedIn followers
10,083
With our comprehensive approach to wealth management, you receive unparalleled access to our wide range of fiduciary financial experts whose primary motivation is to serve you, not sell you. It's a client-centric philosophy that also recognizes your money deserves every edge it can get—from investments and tax planning to insurance, estate planning, and more. By harnessing industry-leading tools and resources, our advanced solutions are designed to optimize and maximize all aspects of your wealth—now and in the future.
Complete. Personalized. Aligned.
We call this the Allworth Advantage. And it's the advantage every modern investor needs.
HMRN Insurance Agency, LLC license #0D34087
Offices: 340 Palladio Pkwy, 501, Folsom, California 95630, US
How many Administrative jobs are open in Vancouver, WA right now?
There are currently 292 open administrative positions in Vancouver, WA listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Administrative roles in Vancouver, WA?
Companies currently hiring include Vancouver Clinic, Legacy Health, Sea Mar Community Health Centers, Global Elite Consultants, PharMerica, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Administrative jobs in Vancouver, WA?
Yes — 37 of the 292 open administrative positions offer remote or hybrid work (18 remote, 19 hybrid).
How do I apply for Administrative jobs in Vancouver, WA?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.