{"id":1761791,"url":"https://alion.io/job/allworth-financial-sr-service-associate","title":"Sr. Service Associate","company":{"id":2230497,"name":"Allworth Financial","domain":"allworthfinancial.com","url":"https://alion.io/company/allworthfinancial","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Folsom, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":70000,"max":85000,"currency":"USD","period":"year","gross":null,"usd_annual":85000},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":true}],"status":"live","first_seen_at":"2026-09-24T16:55:25Z","employer_posted_date":"2026-10-12","last_verified_at":"2026-10-23T05:29:45Z","board_verified":true,"closed_at":null,"days_open":28,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":28},"description":"About Allworth Financial\nAllworth Financial (www.allworthfinancial.com) is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.\nFounded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity-backed, multibranch registered investment adviser. Allworth is primarily a fee-based fiduciary advisory firm that emphasizes client well-being and education. The firm continues to expand through acquisitions and organic growth.\nAllworth is a great place to work and build a career. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at AllworthFinancial.com.\nSUMMARY:\nOur 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.\nThis is a full-time, Non-Exempt role based out of our Folsom, 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 candidate's experience. In addition, this position is eligible for an annual bonus based on their own performance and the company's performance.\nDUTIES AND RESPONSIBILITIES\nServe as a point of contact for clients, responding to calls and emails, addressing their needs and inquiries in a timely manner.\nCoordinate and manage client appointments, ensuring all logistics and documentation are prepared.\nProcess client requests, including account transactions, and paperwork in compliance with firm procedures.\nSupport the onboarding process for new clients, ensuring a smooth and positive first experience.\nWork with custodians and internal teams to resolve any issues related to account maintenance, transfers, or service requests.\nProvide notary services for client transactions as needed.\nAssist in maintaining accurate client records and ensure all documentation is up to date.\nWork with financial advisors to understand client preferences and goals and help relay that information accurately.\nQUALIFICATIONS\n5-8 years of experience in a client-facing administrative role within the financial services industry.\nBS/BA degree preferred - GED required\nStrong communication skills with the ability to manage client relationships.\nExperience with CRM systems\nKnowledge of regulatory requirements and industry best practices is a plus.\nDetail-oriented with a strong focus on accuracy.\nAbility to multitask and prioritize in a fast-paced environment.\nProficiency with Microsoft Office Suite.\nPHYSICAL REQUIREMENTS\nWorks in an office environment\nRequires extended periods of sitting or standing at a desk, talking on the phone, and typing\nUse hands, fingers to constantly operate a computer and office equipment, such as copy machine and printer\nOccasionally move about inside the office to access file cabinets, office equipment, etc.\nMay carry or lift weight up to 10 lbs. in very limited occurrences\nBENEFITS\nWe value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:\nMedical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates\nDental insurance with MetLife\nVision insurance with VSP\nOptional supplemental benefits\nHealthcare savings accounts with company contribution\nFlexible spending accounts\nFlexible working arrangements\nGenerous 401K contributions \nExempt associates qualify for our flexible paid time off policy\nNon-Exempt associates will receive 15 days of paid time off annually during the first three years of employment\n11 Paid Holidays\nOption to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)\nFuture growth opportunities within the company\nIn addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.\nBenefits are available to full-time associates who work more than 30 hours a week.\nThe above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.\nAllworth Financial participates in E-Verify. 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