Senior Client Services Associate, Financial Advisory
Listed on 2026-10-12
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Finance & Banking
Bank Customer Service, Financial Services, Banking & Finance
Allworth Financial is seeking a Senior Service Associate to support Financial Advisors and deliver exceptional client service in its Folsom, CA office. You will be the primary contact for clients, managing account servicing, onboarding, and day-to-day operational support in a fast-paced team environment.
Ideal candidates are highly organized, client-focused, and experienced in financial services operations with a strong attention to detail and excellent communication skills.
As a Senior Client Services Associate, Financial Advisory, you will play an important part at TRC Talent Solutions in Folsom, CA, United States.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Folsom, CA, United States.
This opportunity is part of our work in Sales.
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