Front Desk & Client Services Specialist

Allworthfinancial; Bel Air (MD); On-site; USD 55,000 - 58,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K contributions

Flexible working arrangements

Paid time off

Job summary

Allworth Financial in Bel Air, MD is seeking a Front Desk Associate to serve as a front desk receptionist and office administrator. This full-time, on-site role supports advisors and clients with scheduling, requests, and notary services, delivering a high-touch client experience.

The position offers base pay in the $55k-$58k range with potential annual bonus based on performance and company results, and opportunities within a collaborative financial services environment.

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.

Responsibilities

• Deliver exceptional service in every client interaction.
• Greet and assist 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 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 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.
• Provide notary services for client transactions.
• Maintain satisfactory attendance and focus on quality and accuracy of work.
• Identify process improvements and partner with leaders to implement changes.

Skills

Excellent communication

Multi-tasking

Organizational skills

Professionalism

Client service

Education

BS/BA degree or equivalent experience

Tools

Microsoft Office

Job description

Allworth Financial in Bel Air, MD is seeking a Front Desk Associate to serve as a front desk receptionist and office administrator. This full-time, on-site role supports advisors and clients with scheduling, requests, and notary services, delivering a high-touch client experience.

The position offers base pay in the $55k-$58k range with potential annual bonus based on performance and company results, and opportunities within a collaborative financial services environment.