Front Desk Associate/ Service Associate Hybrid

SUMMARY

Our 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 the service delivery and provide a high-touch experience with our clients. This is a full-time, non-exempt position based in our Bel Air, MD office and requires five days per week on-site. This position has an expected base salary ranging from $55k-$58k, with the potential for an annual bonus based on the employees' performance and the companies.

DUTIES AND RESPONSIBILITIES

Deliver exceptional service in every client interaction Greet and assist our 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 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 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

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 dailyFlexibility 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. May carry or lift weight up to 10 lbs. in very limited occurrences

BENEFITS

We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including: 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 Allworth Financial participates in E-Verify. #J-18808-Ljbffr Allworthfinancial