About this opportunity
Allworth Financial lists this Sr. Service Associate opportunity in represa, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Sr. Service AssociateFolsom, California, United StatesAllworth Financial is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron's Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner.SummaryOur Service Team consistently strives for service excellence. Sr. Service Associates work with our Service team and provide support to our Financial Advisors. Sr. Service Associates play a key role in providing exceptional service to clients of our financial advisory team. This role supports both clients and advisors with a focus on addressing inquiries, managing client accounts, and ensuring smooth operations. The individual 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 role based out of our Folsom, CA office and requires 5 days of in-office work. This position has a budgeted salary of $70,000-$85,000, which will be based on the candidates experience. In addition, this position is eligible for an annual bonus based on their performance and the companies.Duties and ResponsibilitiesServe 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.Qualifications5-8 years of experience in a client-facing administrative role within the financial services industry.BS/BA degree preferred – GED requiredStrong communication skills with the ability to manage client relationships.Experience with CRM systemsKnowledge of regulatory requirements and industry best practices is a plus.Detail-oriented with a strong focus on accuracy.Ability to multitask and prioritize in a fast-paced environment.Proficiency with Microsoft Office Suite.Physical RequirementsWorks in an office environmentRequires extended periods of sitting or standing at a desk, talking on the phone, and typingUse hands, fingers to constantly operate a computer and office equipment, such as copy machine and printerOccasionally move about inside the office to access file cabinets, office equipment, etc.May carry or lift weight up to 10 lbs. in very limited occurrencesBenefitsWe value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associatesDental insurance with MetLifeVision insurance with VSPOptional supplemental benefitsHealthcare savings accounts with company contributionFlexible spending accountsFlexible working arrangementsGenerous 401K contributionsExempt associates qualify for our flexible paid time off policyNon-Exempt associates will receive 15 days of paid time off annually during the first three years of employment11 Paid HolidaysOption to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)Future growth opportunities within the companyIn addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.Benefits are available to full-time associates who work more than 30 hours a week.
Worksite address
represa, CA, 95671, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.