Senior Client Services Associate - Financial Advisor Support

TRC Talent

Allworth Financial is seeking a Senior Service Associate to support Financial Advisors and deliver exceptional client service in our Folsom, CA office. You will manage account servicing, client requests, onboarding activities, and daily operational support. The ideal candidate brings 5–8 years in a client-facing administrative role within financial services, with strong communication and CRM experience. This full-time, in-office role emphasizes accuracy, teamwork, and client focus. #J-18808-Ljbffr TRC Talent

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Vacancy posted 1 day ago

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