Senior Client Service Associate - Financial Advisor Support

Allworthfinancial; Walnut Creek (CA); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K contributions

Paid time off

Flexible working arrangements

Job summary

Allworthfinancial is seeking a Sr. Service Associate in Walnut Creek, California. This full-time role involves providing support to Financial Advisors and managing client accounts. Candidates should have 5-8 years of experience in client-facing roles within financial services.

The position offers a competitive salary between $70,000-$85,000 based on experience, alongside a comprehensive benefits package, including medical insurance and generous paid time off.

Qualifications

• 5-8 years of experience in client-facing administrative roles within financial services.
• Strong communication skills to manage client relationships.
• Knowledge of regulatory requirements is a plus.

Responsibilities

• Serve as point of contact for clients, responding to inquiries.
• Coordinate and manage client appointments.
• Process client account transactions and paperwork.

Skills

Client communication

CRM experience

Detail-oriented

Multitasking

Microsoft Office proficiency

Education

BS/BA degree preferred, GED required

Job description

Allworthfinancial is seeking a Sr. Service Associate in Walnut Creek, California. This full-time role involves providing support to Financial Advisors and managing client accounts. Candidates should have 5-8 years of experience in client-facing roles within financial services.

The position offers a competitive salary between $70,000-$85,000 based on experience, alongside a comprehensive benefits package, including medical insurance and generous paid time off.