Service Administrator

At TRC, we partner with high-growth organizations to connect exceptional talent with impactful career opportunities. This opportunity is with Allworth Financial, a nationally recognized Registered Investment Advisor known for its client-focused culture, continued growth, and commitment to service excellence.

Summary

Allworth Financial is seeking an experienced Service Administrator to support Financial Advisors and deliver a high-quality client experience within its Denton office. This role combines strategic client relationship management, operational oversight, and service process improvement within a fast-paced wealth management environment.

The ideal candidate brings extensive financial services experience, strong communication skills, and a proactive mindset focused on operational excellence and client satisfaction. This is a full-time, exempt position requiring 5 days per week in-office.

Responsibilities

• Serve as a primary point of contact for clients, delivering exceptional service and timely communication

• Build and maintain strong client relationships while understanding client goals and service expectations

• Support Financial Advisors with client servicing, account maintenance, and operational activities

• Assist in improving service workflows and operational efficiencies to enhance the client experience

• Coordinate with custodians, operations teams, and advisors to resolve client requests and account-related issues

• Oversee account transactions, documentation, transfers, and client records with a high level of accuracy

• Support onboarding activities and ensure a seamless experience for new clients

• Assist with scheduling, client communications, and preparation of client paperwork

• Maintain compliance with firm policies and regulatory standards

• Provide leadership support and contribute to a collaborative, client-focused team culture

Requirements

• 10+ years of experience within the financial services industry, preferably within an RIA or wealth management firm

• Bachelor’s degree in Finance, Business, or related field preferred

• Advanced certifications such as CFP® or CFA® preferred

• Strong relationship management and client service skills

• Advanced experience with CRM systems, custodial platforms, and financial planning software

• Demonstrated leadership abilities with a track record of improving processes and client satisfaction

• Excellent communication, analytical, and problem-solving skills

• Strong attention to detail and commitment to accuracy

• Understanding of SEC, FINRA, and RIA regulatory requirements

• Ability to multitask and prioritize effectively in a fast-paced environment

• Flexible mindset with the ability to adapt to change

• High degree of professionalism and accountability

TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.