Sr. Service Associate

Allworth Financial(1 month ago)

Walnut Creek, CA, California, United StatesOnsiteFull TimeSenior$65,000 - $70,000Client Services

About this role

A Senior Service Associate at Allworth Financial is a client-facing member of the Service team who supports the firm’s financial advisors and contributes to overall client satisfaction and operational efficiency. The role is based in the Walnut Creek office within a growing, fee-based registered investment advisory firm and emphasizes delivering high-quality client experiences while supporting business growth.

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Required Skills

Client Communication
Appointment Coordination
Transaction Processing
Client Onboarding
Custodian Liaison
Notary Services
Recordkeeping
CRM
Microsoft Office
Multitasking

Qualifications

BS/BA Degree Preferred
GED Required
5-8 Years Experience

About Allworth Financial

allworthfinancial.com

Allworth Financial is a Registered Investment Adviser that provides customized, comprehensive financial planning and wealth management for individuals, families, and business owners. They deliver investment management, retirement planning, tax-aware strategies, estate planning, and ongoing financial guidance through a team of fiduciary, fee-based advisors. Allworth emphasizes tailored plans and long-term relationships, coordinating investments, taxes, and life goals to help clients pursue financial confidence.