Sr. Service Associate

Allworth Financial•Roseville, CA

20h•Onsite

About The Position

Allworth Financial is seeking a Sr. Service Associate to join their Service Team, which consistently strives for service excellence. This role provides support to Financial Advisors and plays a key role in delivering exceptional service to clients. The Sr. Service Associate will handle day-to-day client requests, manage paperwork, and assist with account transactions, working closely with senior team members to maintain a high standard of service. This is a full-time, non-exempt position based in the Roseville office, requiring five days per week on-site. The role offers an expected base salary ranging from $70k-$78k, with the potential for an annual bonus.

Requirements

5-8 years of experience in a client-facing administrative role within the financial services industry
GED required
Strong communication skills with the ability to manage client relationships
Experience with CRM systems
Detail-oriented with a strong focus on accuracy
Ability to multitask and prioritize in a fast-paced environment
Proficiency with Microsoft Office Suite

Nice To Haves

BS/BA degree preferred
Knowledge of regulatory requirements and industry best practices is a plus

Responsibilities

Serve as a point of contact for clients, responding to calls and emails, addressing their needs and inquiries in a timely manner
Coordinate and manage client appointments, ensuring all logistics and documentation are prepared
Process client requests, including account transactions, and paperwork in compliance with firm procedures
Support the onboarding process for new clients, ensuring a smooth and positive first experience
Work with custodians and internal teams to resolve any issues related to account maintenance, transfers, or service requests
Provide notary services for client transactions as needed
Assist in maintaining accurate client records and ensure all documentation is up to date
Work with financial advisors to understand client preferences and goals and help relay that information accurately

Benefits

Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
Dental insurance with MetLife
Vision insurance with VSP
Optional supplemental benefits
Healthcare savings accounts with company contribution
Flexible spending accounts
Flexible working arrangements
Generous 401K contributions
Flexible paid time off policy for Exempt associates
15 days of paid time off annually during the first three years of employment for Non-Exempt associates
11 Paid Holidays
Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
Future growth opportunities within the company