About this role
Service Associate at Allworth Financial. Location: Vancouver, Washington, United States. Role: serving clients, processing transactions, scheduling appointments Requirements: 2+ years client-facing administrative experience in financial services; high school diploma required (BS/BA preferred); proficiency with CRM and Microsoft Office (Word, Excel, Outlook); strong communication and attention to detail. Category: Finance and Accounting Seniority: Entry Level Tools: CRM, Microsoft Word, Microsoft Excel, Microsoft Outlook Commitment: Full Time Workplace: Onsite Languages: English