Sr. Service Associate is open at Allworth Financial in Folsom, California, United States. The posting gives a salary of $70K - $85K. Posted on Sep 24, 2026, and still on Allworth Financial’s careers page when we last checked, on Nov 14, 2026.
About the role
Serve as a point of contact for clients, responding to calls and emails, addressing their needs and inquiries in a timely manner. Coordinate and manage client appointments, ensuring all logistics and documentation are prepared. Process client requests, including account transactions, and paperwork in compliance with firm procedures. Support the onboarding process for new clients, ensuring a smooth and positive first…
The opening lines of the posting. The rest is on Allworth Financial’s careers page.
Hiring at Allworth Financial
Allworth Financial has 19 open roles right now, 2 of them remote. Most are in Finance & Trading, Consulting & Solutions and Marketing & Community. See all its roles
