Client Service Associate

TRC Talent Solutions is excited to connect driven professionals with rewarding roles in the financial services industry. We are recruiting on behalf of Allworth Financial, a nationally recognized Registered Investment Advisor (RIA) renowned for its client-first approach, rapid growth, and dedication to employee development. Allworth Financial is seeking a Client Service Associate to join its dynamic team and support Financial Advisors in delivering an outstanding client experience.

This full-time opportunity is based in Folsom, CA, where employees enjoy proximity to a vibrant business community and the benefits of working in a collaborative, high-performance environment.

As a Client Service Associate, you will play a vital role in servicing client accounts, supporting onboarding processes, and ensuring operational efficiency for both clients and advisors. Your responsibilities will include acting as a key point of contact for clients, managing account servicing, facilitating client requests, and executing day-to-day operations to ensure a seamless and positive client experience. This position is essential to maintaining the high standards that have made Allworth Financial an industry leader, and it offers the chance to work alongside knowledgeable professionals dedicated to client satisfaction and financial success.

The Client Service Associate position is best suited for individuals with a strong background in financial services administration, excellent communication skills, and a passion for client service. If you are proactive, detail-oriented, and thrive in a fast-paced, team-oriented setting, this role offers the chance to advance your career in the financial sector.

The Client Service Associate will support Financial Advisors by delivering superior service to clients and ensuring that all account-related activities are completed accurately and efficiently. This role serves as a key liaison between clients and internal teams, helping resolve inquiries, process transactions, and coordinate onboarding for new clients. The position requires exceptional organization, communication, and problem-solving skills, with a focus on providing a seamless and positive client experience.

Working alongside experienced advisors and administrative professionals, the Client Service Associate will contribute to the overall success of the team while developing valuable expertise in the financial services industry.

• Act as a primary point of contact for clients, addressing calls and emails promptly and professionally
• Coordinate client meetings and appointments, ensuring all necessary documentation is prepared and organized
• Process account transactions, service requests, and client paperwork in accordance with firm policies and procedures
• Facilitate onboarding activities for new clients to ensure a smooth and welcoming experience
• Work closely with custodians and internal teams to resolve account maintenance and transfer issues efficiently
• Provide notary services for client transactions as needed
• Maintain accurate and up-to-date client records, ensuring compliance and confidentiality
• Collaborate with Financial Advisors to understand and address client goals, preferences, and service needs
• Assist with various operational and administrative tasks to support advisor productivity and client satisfaction

• Competitive compensation structure based on experience and qualifications
• Comprehensive benefits package including health insurance, retirement plans, and paid time off
• Opportunities for professional development and career advancement within the organization
• Supportive and collaborative work environment that prioritizes employee well-being

• 5-8 years of experience in a client-facing administrative role within the financial services industry
• Bachelor’s degree preferred; GED required
• Strong communication and relationship management skills
• Experience working with CRM systems
• Knowledge of financial services regulations and industry best practices preferred
• Exceptional attention to detail and accuracy
• Ability to multitask and prioritize effectively in a fast-paced environment
• Proficiency with Microsoft Office Suite
• Professional, client-service-oriented mindset with strong organizational skills

• Highly organized and detail-focused, able to manage multiple priorities simultaneously
• Client-centric approach with a commitment to delivering…