Sr. Service Associate

<div class="content-intro"><p>Allworth Financial (<a href="http://www.allworthfinancial.com/">www.allworthfinancial.com</a>) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.</p> <p>Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.</p></div><p><strong>SUMMARY:</strong></p> <p>Our Service Team consistently strives for service excellence. Sr. Service Associates work with our Service team and provide support to our Financial Advisors. Sr. Service Associates play a key role in providing exceptional service to clients of our financial advisory team. This role supports both clients and advisors with a focus on addressing inquiries, managing client accounts, and ensuring smooth operations. The individual will handle day-to-day client requests, manage paperwork, and assist with account transactions, working closely with senior team members to maintain a high standard of service.</p> <p><strong>This is a full-time, Non-Exempt role based out of our Walnut Creek, CA office and requires 5 days of in-office work. This position has a budgeted salary of $70,000-$85,000, which will be based on the candidates experience. In addition, this position is eligible for an annual bonus based on their performance and the companies.</strong></p> <p>&nbsp;</p> <p><strong>DUTIES AND RESPONSIBILITIES</strong></p> <ul> <li>Serve as a point of contact for clients, responding to calls and emails, addressing their needs and inquiries in a timely manner.</li> <li>Coordinate and manage client appointments, ensuring all logistics and documentation are prepared.</li> <li>Process client requests, including account transactions, and paperwork in compliance with firm procedures.</li> <li>Support the onboarding process for new clients, ensuring a smooth and positive first experience.</