Service Administrator
On-site · Denton, Texas, United States
Job Summary
Service Administrator at Allworth Financial in Denton, TX: Provide strategic client relationship management and lead supportive service functions for financial advisors. Responsibilities include acting as primary liaison for clients, nurturing long-term relationships, anticipating client needs, educating clients on services and tools, ensuring accurate execution of trades and account maintenance, onboarding clients, coordinating with internal teams, and mentoring associates. Requires 10+ years in financial services, a bachelor’s degree in finance/business (advanced certifications preferred), strong relationship-management skills, CRM/custodial/financial planning software proficiency, leadership experience, regulatory knowledge (SEC/FINRA), excellent communication, problem-solving, and multitasking ability, with a professional, client-centric approach in a full-time, in-office role based in Denton, TX.
Required Qualifications
- Bachelor’s degree in finance, business, or a related field; advanced certifications (e.g., CFP®, CFA®) preferred
- 10+ years in the Financial Services industry, preferably at an RIA or Wealth management firm
- Strong relationship management skills
- Advanced proficiency in CRM systems, custodial platforms, and financial planning software
- Demonstrated leadership abilities with a track record of process improvement and client satisfaction
- Excellent communication, problem-solving, and analytical skills with a high level of accuracy and attention to detail
- Advanced understanding of regulatory requirements for RIAs, including familiarity with SEC and FINRA guidelines
- Excellent verbal and written communication skills
- Ability to multi-task and prioritize work daily with frequent interruptions
- Flexible and embraces change
- Strong team player and approachable
- High degree of professionalism
- Proficient with Microsoft Office applications required
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