About this role
Service Associate at Allworth Financial. Location: Riverwoods, Illinois, United States. Role: serving clients, processing transactions, maintaining records Requirements: 2-5 years client-facing administrative experience in financial services, HS diploma (BA preferred), CRM and Microsoft Office proficiency, strong communication and attention to detail. Category: Administrative & Clerical Support Seniority: Entry Level Tools: CRM, Microsoft Word, Microsoft Excel, Microsoft Outlook Commitment: Full Time Workplace: Onsite Languages: English