Client Service Associate

TRC Talent Solutions; Folsom (CA); Vor Ort; USD 55.000 - 75.000; Vollzeit

Benefits dieser Stelle

Health insurance

Retirement plans

Paid time off

Professional development

Zusammenfassung

Allworth Financial in Folsom, CA is seeking a Client Service Associate to support Financial Advisors and deliver exceptional client service. This full-time role focuses on servicing client accounts, onboarding new clients, coordinating communications, and handling day-to-day operations with accuracy and professionalism.

You will be the first point of contact for clients, maintain records, work with custodians, and collaborate with advisors to understand client goals.

Qualifikationen

• 5–8 years in a client-facing administrative role in financial services.
• Bachelor’s degree preferred; GED required.
• Strong communication and relationship management.
• Experience with CRM systems.
• Knowledge of financial services regulations.
• Attention to detail and accuracy.
• Ability to multitask in a fast-paced environment.
• Proficiency with Microsoft Office Suite.

Aufgaben

• Act as primary client contact via calls and emails.
• Coordinate client meetings and prepare necessary documents.
• Process account transactions, service requests, and client paperwork.
• Facilitate onboarding activities for new clients.
• Work closely with custodians and internal teams to resolve issues.
• Provide notary services as needed.
• Maintain accurate, confidential client records.
• Collaborate with Financial Advisors to address client goals.

Kenntnisse

Communication

Relationship management

Organization

Attention to detail

Multitasking

Ausbildung

Bachelor’s degree preferred

GED required

Tools

CRM systems

Microsoft Office

Jobbeschreibung

TRC Talent Solutions is excited to connect driven professionals with rewarding roles in the financial services industry. We are recruiting on behalf of Allworth Financial, a nationally recognized Registered Investment Advisor (RIA) renowned for its client-first approach, rapid growth, and dedication to employee development. Allworth Financial is seeking a Client Service Associate to join its dynamic team and support Financial Advisors in delivering an outstanding client experience. This full-time opportunity is based in Folsom, CA, where employees enjoy proximity to a vibrant business community and the benefits of working in a collaborative, high-performance environment.

As a Client Service Associate, you will play a vital role in servicing client accounts, supporting onboarding processes, and ensuring operational efficiency for both clients and advisors. Your responsibilities will include acting as a key point of contact for clients, managing account servicing, facilitating client requests, and executing day-to-day operations to ensure a seamless and positive client experience. This position is essential to maintaining the high standards that have made Allworth Financial an industry leader, and it offers the chance to work alongside knowledgeable professionals dedicated to client satisfaction and financial success.

The Client Service Associate position is best suited for individuals with a strong background in financial services administration, excellent communication skills, and a passion for client service. If you are proactive, detail-oriented, and thrive in a fast-paced, team-oriented setting, this role offers the chance to advance your career in the financial sector.

Client Service Associate - Summary

The Client Service Associate will support Financial Advisors by delivering superior service to clients and ensuring that all account-related activities are completed accurately and efficiently. This role serves as a key liaison between clients and internal teams, helping resolve inquiries, process transactions, and coordinate onboarding for new clients. The position requires exceptional organization, communication, and problem-solving skills, with a focus on providing a seamless and positive client experience. Working alongside experienced advisors and administrative professionals, the Client Service Associate will contribute to the overall success of the team while developing valuable expertise in the financial services industry.

Duties & Responsibilities

• Act as a primary point of contact for clients, addressing calls and emails promptly and professionally
• Coordinate client meetings and appointments, ensuring all necessary documentation is prepared and organized
• Process account transactions, service requests, and client paperwork in accordance with firm policies and procedures
• Facilitate onboarding activities for new clients to ensure a smooth and welcoming experience
• Work closely with custodians and internal teams to resolve account maintenance and transfer issues efficiently
• Provide notary services for client transactions as needed
• Maintain accurate and up-to-date client records, ensuring compliance and confidentiality
• Collaborate with Financial Advisors to understand and address client goals, preferences, and service needs
• Assist with various operational and administrative tasks to support advisor productivity and client satisfaction

Salary & Benefits

• Competitive compensation structure based on experience and qualifications
• Comprehensive benefits package including health insurance, retirement plans, and paid time off
• Opportunities for professional development and career advancement within the organization
• Supportive and collaborative work environment that prioritizes employee well-being

Qualifications & Requirements

• 5-8 years of experience in a client-facing administrative role within the financial services industry
• Bachelor’s degree preferred; GED required
• Strong communication and relationship management skills
• Experience working with CRM systems
• Knowledge of financial services regulations and industry best practices preferred
• Exceptional attention to detail and accuracy
• Ability to multitask and prioritize effectively in a fast-paced environment
• Proficiency with Microsoft Office Suite
• Professional, client-service-oriented mindset with strong organizational skills

Ideal Candidate Snapshot

• Highly organized and detail-focused, able to manage multiple priorities simultaneously
• Client-centric approach with a commitment to delivering outstanding service
• Collaborative team player eager to support advisors and fellow associates
• Proactive problem solver with strong critical thinking skillsAdaptable and comfortable in a fast-paced, dynamic work environment

Other Relevant Information

• Full-time, non-exempt position based in Folsom, CA, with a requirement for in-office presence five days per week
• Excellent networking and learning opportunities within a nationally recognized Registered Investment Advisor (RIA)

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.