Senior Client Services Associate - Financial Advisor Support

TRC Talent; Folsom (CA); On-site; USD 60,000 - 80,000; Full time

Job summary

Allworth Financial is seeking a Senior Service Associate to support Financial Advisors and deliver exceptional client service in our Folsom, CA office. You will manage account servicing, client requests, onboarding activities, and daily operational support.

The ideal candidate brings 5–8 years in a client-facing administrative role within financial services, with strong communication and CRM experience. This full-time, in-office role emphasizes accuracy, teamwork, and client focus.

Qualifications

• 5–8 years of client-facing administrative experience in financial services.
• Bachelor’s degree preferred; GED required.
• Strong communication and relationship management skills.
• Experience with CRM systems.
• Proficient in Microsoft Office.

Responsibilities

• Serve as a primary point of contact for clients, responding to calls and emails in a timely and professional manner
• Coordinate client meetings, appointments, and required documentation
• Process account transactions, service requests, and client paperwork in compliance with firm procedures
• Support onboarding activities for new clients to ensure a positive client experience
• Partner with custodians and internal teams to resolve account maintenance and transfer issues
• Provide notary services for client transactions when needed
• Maintain accurate and up-to-date client records and documentation
• Collaborate with Financial Advisors to understand client goals and preferences
• Assist with operational and administrative activities to support advisor efficiency and client satisfaction

Skills

Client relationship management

Communication

Organizational skills

Multitasking

Education

Bachelor’s degree preferred

GED required

Tools

CRM systems

Microsoft Office

Job description

Allworth Financial is seeking a Senior Service Associate to support Financial Advisors and deliver exceptional client service in our Folsom, CA office. You will manage account servicing, client requests, onboarding activities, and daily operational support.

The ideal candidate brings 5–8 years in a client-facing administrative role within financial services, with strong communication and CRM experience. This full-time, in-office role emphasizes accuracy, teamwork, and client focus.