Front Desk Associate/ Service Associate Hybrid

Allworth Financial•Bel Air, MD

8d•$55,000 - $58,000•Onsite

About The Position

Allworth Financial is an independent investment financial advisory firm specializing in retirement planning, investment advising, and 401(k) management. They are a high growth, private equity backed, multi-branch Registered Investment Advisor founded in Sacramento, California, in 1993. Allworth is primarily a fee-based, employee-centric fiduciary advisory firm that emphasizes client well-being and education. The business is a multi-billion dollar firm with strong organic growth and acquisitions. Allworth Financial has been recognized with the "Circle of Excellence" award by the National Business Research Institute and was named a Barron's Top 40 RIA in 2024. The Service Team consistently strives for service excellence. 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. In addition, the Service Associate works closely with advisors to deliver the best client experience. Service Associates are critical to service delivery and provide a high-touch experience with clients.

Requirements

Passion for excellent service and client satisfaction
Excellent verbal and written communication skills
Minimum 1 year of financial services industry and client service experience preferred
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
BS/BA degree or equivalent work experience preferred

Responsibilities

Deliver exceptional service in every client interaction
Greet and assist clients and guests with service requests and appointments
Partner 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
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 partner with leaders to implement changes
Provide 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

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
Flexible paid time off policy for Exempt associates
15 days of paid time off annually during the first three years of employment for Non-Exempt associates
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