About this role
Service Associate at Allworth Financial. Location: Bel Air, Maryland, United States. Role: serving clients, processing transactions, coordinating appointments Requirements: 2+ years client-facing administrative experience in financial services, strong communication, CRM and Microsoft Office proficiency, attention to detail, and ability to process account transactions and client requests. Category: Finance Seniority: Entry Level Tools: CRM systems, Microsoft Word, Microsoft Excel, Microsoft Outlook Commitment: Full Time Workplace: Onsite Languages: English