Strategic Client Services Lead – Financial Advisory
Listed on 2026-10-17
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Finance & Banking
Wealth Management, Banking & Finance, Financial Advisor / Consultant, Financial Services
Allworth Financial in Walnut Creek, CA is seeking a seasoned Service Administrator to support our Financial Advisors and elevate client service. You will manage client requests, coordinate with advisors, and help clients understand services and tools.
The role requires 10+ years in financial services, strong relationship management, leadership, and proficiency with CRM systems, custodial platforms, and financial planning software; a BA/BS is required; CFP/CFA are a plus.
We would love to welcome a new Strategic Client Services Lead – Financial Advisory to our group in Walnut Creek, CA, United States.
Our organisation is growing, and we are hiring a Strategic Client Services Lead – Financial Advisory in Walnut Creek, CA, United States.
This position is for the Strategic Client Services Lead – Financial Advisory role at Allworth Financial.
We are seeking a motivated Strategic Client Services Lead – Financial Advisory to join Allworth Financial in Walnut Creek, CA, United States.
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