Senior Client Services Specialist, Financial Advisory

Allworth Financial; Sacramento (CA); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K contributions

Flexible PTO

Job summary

Allworth Financial is seeking a Sr. Service Associate to support our financial advisory team at the Folsom, CA office.

This full-time, non-exempt role requires 5 days in-office per week and offers a budgeted salary of $70,000–$85,000 with eligibility for an annual bonus based on performance and company results. You will handle client inquiries, manage paperwork, and assist with account transactions, working closely with senior team members.

Qualifications

• 5-8 years of experience in a client-facing administrative role within the financial services industry.
• Strong communication skills with the ability to manage client relationships.
• Experience with CRM systems and Microsoft Office Suite.

Responsibilities

• Serve as a point of contact for clients, responding to calls and emails in a timely manner.
• Coordinate and manage client appointments and prepare documentation.
• Process client requests, including account transactions and paperwork.

Education

Bachelor's degree preferred

GED required

Tools

CRM systems

Microsoft Office

Job description

Allworth Financial is seeking a Sr. Service Associate to support our financial advisory team at the Folsom, CA office.

This full-time, non-exempt role requires 5 days in-office per week and offers a budgeted salary of $70,000–$85,000 with eligibility for an annual bonus based on performance and company results. You will handle client inquiries, manage paperwork, and assist with account transactions, working closely with senior team members.