Sr. Service Associate
Allworth Financial
About this role
A Sr. Service Associate at Allworth Financial supports financial advisors and clients by managing inquiries, client accounts, and ensuring smooth operations. The role involves handling day-to-day client requests, managing paperwork, and maintaining accurate records while working closely with senior team members.
Skills
Qualifications
About Allworth Financial
allworthfinancial.comAllworth 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.
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About Allworth Financial
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Allworth Financial.
Salary
$70k – $85k
per year