Front Desk Associate/ Service Associate Hybrid

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm specializing in retirement planning, investment advising, and 401(k) management. Founded in 1993, Allworth is a high-growth, privately held firm with a focus on client well-being and education. The firm, headquartered in Sacramento, California, is a multi-billion dollar entity with a strong reputation for employee and client satisfaction.

About the role

The Service Team at Allworth Financial consistently strives for service excellence. The Front Desk Associate plays a crucial role in providing exceptional service to clients and guests, managing calendars, and ensuring smooth client interactions.

Responsibilities

• Deliver exceptional service in every client interaction
• Greet and assist clients and guests with service requests and appointments
• Work closely with advisors to set and achieve high service standards
• Manage and review calendars for advisors and prepare appropriate materials for 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, and submit transaction requests to the processing team
• Handle multiple advisors' book of business and complex service situations
• Understand and adhere to department workflows, policies, and procedures
• 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
• 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
• Maintain satisfactory attendance
• Suggest and embrace process improvements
• Focus on quality and accuracy of work
• Perform any other duties as assigned

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
• 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

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

Physical requirements

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