Client Services Associate – Financial Advisory

Allworth Airline Advisors (Formerly RAA); Walnut Creek (CA); On-site; USD 99,143,000 - 102,061,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Flexible working arrangements

Generous 401K contributions

11 Paid Holidays

Flexible paid time off

Job summary

Allworth Financial seeks a Service Team Associate in Walnut Creek, CA to support our Financial Advisors with client inquiries, scheduling, and transaction processing. This role emphasizes a strategic approach to client service and maintaining accurate records.

You will handle onboarding of new clients, assist with notary duties, and coordinate with custodians and internal teams to resolve account issues, while providing excellent service across channels.

Qualifications

• Experience in a client-facing administrative role within financial services or related industry (2–5 years).
• BS/BA degree preferred; high school diploma or GED accepted.

Responsibilities

• Serve as the initial point of contact for clients via phone and email.
• Assist with scheduling and coordinating client appointments.
• Process client requests and paperwork according to firm policies.
• Assist in onboarding new clients for a smooth experience.
• Collaborate with custodians and internal teams to resolve account issues and service requests.
• Provide notary services for client transactions as needed.

Skills

Client-facing

Communication skills

Attention to detail

Multitasking

Education

BS/BA preferred

High school diploma or GED required

Tools

CRM systems

Microsoft Office

Financial software

Job description

Allworth Financial seeks a Service Team Associate in Walnut Creek, CA to support our Financial Advisors with client inquiries, scheduling, and transaction processing. This role emphasizes a strategic approach to client service and maintaining accurate records.

You will handle onboarding of new clients, assist with notary duties, and coordinate with custodians and internal teams to resolve account issues, while providing excellent service across channels.