Senior Client Service Associate - Financial Advisory
Listed on 2026-10-18
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Finance & Banking
Financial Analyst, Financial Services, Accounting & Finance, Financial Compliance
Allworth Financial in Folsom, CA is seeking a Sr. Service Associate to support our Financial Advisors and clients. You will handle day-to-day client requests, manage paperwork, and assist with account transactions while working closely with senior team members to maintain service excellence.
The role requires 5 days in the office, with a budgeted base salary of $70,000–$85,000 plus eligibility for an annual bonus based on performance and company results.
Step into the Senior Client Service Associate
- Financial Advisory (Flexible) role at Allworth Financial in Folsom, CA, United States and grow with us.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Client Service Associate
- Financial Advisory (Flexible) role in the description above.
We appreciate your interest in this position.
Join Allworth Financial and contribute to our ongoing work.
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