Front Desk Associate/Service Associate Hybrid
About The Position
Allworth Financial is an independent investment financial advisory firm specializing in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Founded in Sacramento, California, in 1993, Allworth is a fee-based, employee-centric fiduciary advisory firm, emphasizing client well-being and education. It is a high-growth, private equity-backed, multi-branch Registered Investment Advisor and a multi-billion dollar firm recognized for employee and client satisfaction. The Front Desk Associate is a critical role, serving as a front desk receptionist and general office administrator for incoming phone calls, office visits/appointments, and various office needs. Additionally, the Service Associate works closely with advisors to deliver an exceptional, high-touch client experience. This is a full-time, non-exempt position based in Dansville, NY, requiring on-site work five days per week, with an annual base salary range of $50,000–$55,000.
Requirements
- Passion for excellent service and client satisfaction
- Excellent verbal and written communication skills
- Strict attention to detail with high quality results
- Ability to multi-task and prioritize work daily
- Flexibility and embraces change
- Strong organizational skills and ability to meet all deadlines
- Strong team player and approachable
- High degree of professionalism
- Proficient with Microsoft Office and navigation of systems
Nice To Haves
- Minimum 1 year of financial services industry and client service experience preferred
- BS/BA degree or equivalent work experience preferred
Responsibilities
- Deliver exceptional service in every client interaction
- Greet and assist our clients and guests with service requests and appointments
- Partners with advisor team to set and achieve high service standards
- Manage and review calendars for advisors and prepare appropriate materials for upcoming appointments
- Ensure a seamless onboarding experience and work with clients to set a great first impression
- Remove roadblocks for clients and focus on ease of doing business
- Deliver customized service with each client and demonstrate ownership for every request
- Coordinate client appointments, process requests received from advisors and clients
- Answer phone calls and emails from clients; follow up on client requests
- Submit transaction requests to processing team to ensure completion and accuracy
- Ability to handle multiple advisors’ book of business and complex service situations
- Understand department workflows, policies and procedures to submit requests correctly and timely
- Identify process improvements and partners with leaders to implement changes
- Provides notary services for client transactions
- Prepare and stock refreshments for the office daily
- Help with snacks, beverages and meals as needed for the office staff or clients
- Direct incoming client phone calls to appropriate departments
- Manage office supplies and restock as needed
- Receive all deliveries and route to the appropriate recipient
- Prepare internal mail for routing to appropriate offices; receive, open and sort daily mail; Assist with facilities related issues and tasks as needed
- Maintain satisfactory attendance
- Suggest and embrace process improvements
- Focus on quality and accuracy of work
- Any other duties as assigned
Benefits
- Competitive base pay
- Extensive benefits package
- Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
- Dental insurance with MetLife
- Vision insurance with VSP
- Optional supplemental benefits
- Healthcare savings accounts with company contribution
- Flexible spending accounts
- Flexible working arrangements
- Generous 401K contributions
- Exempt associates qualify for our flexible paid time off policy
- Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
- 11 Paid Holidays
- Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
- Future growth opportunities within the company
- Collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture
- Benefits are available to full-time associates who work more than 30 hours a week
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
101-250 employees
