Senior Client Services Associate - Financial Advisor Support
Listed on 2026-10-11
-
Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service
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.
This position is for the Senior Client Services Associate
- Financial Advisor Support role at TRC Talent.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Senior Client Services Associate
- Financial Advisor Support role at TRC Talent, based in Folsom, CA, United States.
We are looking to fill the Senior Client Services Associate
- Financial Advisor Support position at TRC Talent in Folsom, CA, United States.
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