×
Register Here to Apply for Jobs or Post Jobs. X

Senior Client Service Specialist - Financial Advisory

Job in Walnut Creek, Contra Costa County, California, 94598, USA
Listing for: Allworth Financial
Full Time position
Listed on 2026-01-07
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services, Financial Consultant
Salary/Wage Range or Industry Benchmark: 65000 - 70000 USD Yearly USD 65000.00 70000.00 YEAR
Job Description & How to Apply Below
A leading investment advisory firm in Walnut Creek is looking for a Sr. Service Associate to support Financial Advisors and ensure exceptional service for clients. This full-time role, requiring in-office presence, offers a base salary between $65k-$70k plus potential annual bonuses. Candidates should have 5-8 years in a client-facing role within the financial services sector and strong communication skills. Benefits include medical, dental, flexible working arrangements, and competitive 401K contributions.
#J-18808-Ljbffr
Position Requirements
10+ Years work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary