Senior Client Services Associate, Financial Advisory

TRC Talent Solutions; 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 its Folsom, CA office. You will be the primary contact for clients, managing account servicing, onboarding, and day-to-day operational support in a fast-paced team environment.

Ideal candidates are highly organized, client-focused, and experienced in financial services operations with a strong attention to detail and excellent communication skills.

Qualifications

• 5-8 years of experience in a client-facing administrative role within the financial services industry.
• Strong communication and relationship management skills.
• Experience working with CRM systems.
• Knowledge of financial services regulations and industry best practices preferred.
• Strong attention to detail and accuracy.
• Ability to multitask and prioritize effectively in a fast-paced environment.
• Proficiency with Microsoft Office Suite.
• Professional, client-service-oriented mindset with strong organizational skills.

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 communication

CRM systems

Microsoft Office

Organizational skills

Financial services knowledge

Job description

Allworth Financial is seeking a Senior Service Associate to support Financial Advisors and deliver exceptional client service in its Folsom, CA office. You will be the primary contact for clients, managing account servicing, onboarding, and day-to-day operational support in a fast-paced team environment.

Ideal candidates are highly organized, client-focused, and experienced in financial services operations with a strong attention to detail and excellent communication skills.