Reception & Client Services Associate

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.

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

Deliver customized service with each client and demonstrate ownership for every request

Answer phone calls and emails from clients; 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

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

assist with facilities related issues and tasks as needed

Suggest and embrace process improvements

Focus on quality and accuracy of work

Passion for excellent service and client satisfaction

Minimum 1 year of financial services industry and client service experience preferred

Strict attention to detail with high quality results

Proficient with Microsoft Office and navigation of systems

BS/BA degree or equivalent work experience preferred

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.

Medical: Dental insurance with MetLife

Healthcare savings accounts with company contribution

Flexible spending accounts

Flexible working arrangements

Exempt associates qualify for our flexible paid time off policy

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.

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