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Client Service Representative

TRC Talent Solutions

Vancouver, WA 98660 • 10/21/2026

Customer Service , General , Professional

Job Description

Job Description

Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Summary:

Our Tax Solutions Department consistently strives for service excellence. Client Service Representatives support tax advisors and consistently deliver an exceptional tax client experience.

This position is Non-Exempt hourly position with the range $29/hour to $30.77/hour. This position will be onsite in the Vancouver, WA.

Requirements:

  • Delivering exceptional service experiences with every phone, video conference and face-to-face client interaction

  • Scheduling and confirming client appointments for the tax advisor team

  • Managing and reviewing calendars for tax advisors and preparing appropriate materials based on upcoming appointments

  • Completing all aspects of new client account onboarding

  • Organize and prepare client tax documents for tax advisors use in tax preparation

  • Assemble and deliver client tax returns

  • Ability to handle multiple tax advisors client list and complex service situations

  • Focusing on quality and accuracy of work

  • Suggesting and implementing process improvements

  • Special projects as needed

Qualifications:

  • Passion for excellent service and client satisfaction

  • Excellent verbal and written communication skills

  • Minimum 1 year of tax or financial services industry and client service experience preferred

  • Strict attention to detail

  • Ability to multi-task and prioritize work daily

  • Flexibility and embraces change

  • Strong organizational, problem-solving, and analytical skills

  • Strong team player and approachable

  • High degree of professionalism

  • Proficient with Microsoft Office applications as well as Client Relationship Management (CRM) and Document Management workflow systems; experience with Intuit Lacerte preferred

  • BS/BA degree preferred

Equal Opportunity Employer

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.