Client Service Associate: Advisor Support (Finance)

gobravvo; Folsom (CA); Sur place; USD 55 000 - 75 000; Plein temps

Avantages offerts par ce poste

Health insurance

Retirement plans

Paid time off

Professional development

Résumé du poste

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.

Qualifications

• 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.

Responsabilités

• 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.

Connaissances

Communication

Relationship management

Organization

Attention to detail

Multitasking

Formation

Bachelor’s degree preferred

GED required

Outils

CRM systems

Microsoft Office

Description du poste

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.