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Job Description
Allworth Financial is seeking a Service Associate to join their team in Folsom, California. This role provides administrative support to the financial advisory team, ensuring a seamless client experience. The Service Associate will handle client service requests, process transactions, manage account documentation, and collaborate with senior team members to deliver high-quality service.
Role Involves:
- Serving as an initial point of contact for clients via phone and email.
- Scheduling and coordinating client appointments.
- Processing client requests, including transactions and paperwork.
- Assisting in the onboarding process for new clients.
- Collaborating with custodians and internal teams to resolve client account issues.
- Supporting advisors with client-related documentation.
- Providing notary services for client transactions.
- Maintaining up-to-date client records.
Requirements:
- 2-5 years of experience in a client-facing administrative role within the financial services or related industry.
- BS/BA degree preferred; high school diploma or GED required.
- Strong communication skills.
- Experience with CRM systems and basic financial software.
- Knowledge of financial services industry practices.
- Strong attention to detail and accuracy.
- Ability to multitask and manage competing priorities.
- Proficiency in Microsoft Office Suite.
Allworth Financial offers:
- Medical, dental, and vision insurance
- Healthcare savings accounts with company contribution
- Flexible spending accounts
- Flexible working arrangements
- Generous 401K contributions
- Paid time off and paid holidays
- Equity Purchase Program
- Future growth opportunities
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