Senior Client Service Associate - Financial Advisory (Flexible)

Allworth Financial; Folsom (CA); Híbrido; USD 70 000 - 85 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical insurance

Vision insurance

Flexible working arrangements

401K contributions

Paid time off

Holidays

Resumo da oferta

Allworth Financial in Folsom, CA is seeking a Sr. Service Associate to support our Financial Advisors and clients. You will handle day-to-day client requests, manage paperwork, and assist with account transactions while working closely with senior team members to maintain service excellence.

The role requires 5 days in the office, with a budgeted base salary of $70,000–$85,000 plus eligibility for an annual bonus based on performance and company results.

Qualificações

• 5-8 years of experience in a client-facing administrative role within the financial services industry.
• BS/BA degree preferred – GED required.
• Strong communication skills with the ability to manage client relationships.

Responsabilidades

• Serve as a point of contact for clients, responding to calls and emails in a timely manner.
• Coordinate and manage client appointments, ensuring logistics and documentation are prepared.
• Process client requests, including account transactions, and paperwork in compliance with firm procedures.
• Support onboarding of new clients, ensuring a smooth first experience.
• Work with custodians and internal teams to resolve account maintenance and service issues.
• Provide notary services for client transactions as needed.
• Maintain accurate client records and ensure documentation is up to date.
• Collaborate with financial advisors to understand client goals and relay information accurately.

Conhecimentos

communication

client relationships

multitasking

Formação académica

BS/BA degree preferred

GED required

Ferramentas

CRM systems

Microsoft Office Suite

Descrição da oferta de emprego

Allworth Financial in Folsom, CA is seeking a Sr. Service Associate to support our Financial Advisors and clients. You will handle day-to-day client requests, manage paperwork, and assist with account transactions while working closely with senior team members to maintain service excellence.

The role requires 5 days in the office, with a budgeted base salary of $70,000–$85,000 plus eligibility for an annual bonus based on performance and company results.