At TRC, we partner with high-growth organizations to connect exceptional talent with meaningful career opportunities. This opportunity is with Allworth Financial, a nationally recognized Registered Investment Advisor known for its client-first culture, strong growth, and commitment to employee success.
Allworth Financial is seeking a Senior Service Associate to support Financial Advisors and deliver exceptional client service within its Walnut Creek office. This role serves as a key point of contact for clients, helping manage account servicing, client requests, onboarding activities, and day-to-day operational support.
The ideal candidate is highly organized, client-focused, and experienced in financial services operations. This position plays an important role in ensuring a seamless client experience while supporting advisors in a fast-paced and collaborative environment.
This is a full-time, non-exempt position requiring 5 days per week in-office.
Serve as a primary point of contact for clients, responding to calls and emails in a timely and professional manner
Coordinate client meetings, appointments, and required documentation
Process account transactions, service requests, and client paperwork in compliance with firm procedures
Support onboarding activities for new clients to ensure a positive client experience
Partner with custodians and internal teams to resolve account maintenance and transfer issues
Provide notary services for client transactions when needed
Maintain accurate and up-to-date client records and documentation
Collaborate with Financial Advisors to understand client goals and preferences
Assist with operational and administrative activities to support advisor efficiency and client satisfaction
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
Strong 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
TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.