Front Desk Associate/ Service Associate Hybrid

Duties And 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
• Cook 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
• Aid with facilities related issues and tasks as needed

Qualifications

• 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
• Able 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

Physical Requirements

• Works in an office environment
• Requires extended periods of sitting or standing at a desk, talking on the phone, and typing
• Use hands, fingers to constantly operate a computer and office equipment, such as copy machine and printer
• Occasionally move about inside the office to access file cabinets, office equipment, etc.
• Might carry or lift weight up to 10 lbs. in very limited occurrences

Benefits

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSPO
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions