Job Description
At TRC, we partner with high-growth organizations to connect exceptional talent with meaningful career opportunities. This opportunity is with a nationally recognized Registered Investment Advisor known for its client-first culture, strong growth, and commitment to employee success.
Summary
We are 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 ...