Allworth Financial is an independent investment financial advisory firm specializing in retirement planning and investment advising. The Front Desk Associate serves as a critical role in delivering exceptional service to clients, managing office needs, and supporting advisors to enhance the client experience.
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
Skills
- 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