Service Associate

4 weeks ago

Walnut Creek, California, United States Allworth Financial Full time

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2022.

SUMMARY:

Our Client Service Department consistently strives for service excellence. The Service 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 also works closely with advisor partners 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 role based out of Walnut Creek, CA. This candidate will be required to be in the office all five days of the work week. The base salary range for this position is between $60,000-$66,000 per year. We also provide generous benefits to all our full-time employees.

DUTIES AND RESPONSIBILITIES:

  • Delivering exceptional service experiences with every client interaction
  • Greeting and assisting our clients and guests with service requests and appointments
  • Partners with advisor team to set and achieve high service standards
  • Managing and reviewing calendars for advisors and preparing appropriate materials for upcoming appointments
  • Ensures a seamless onboarding experience and works with clients to set a great first impression
  • Removes roadblocks for clients and focuses on ease of doing business
  • Delivers customized service with each client and demonstrates ownership for every request
  • Coordinates client appointments, processes requests received from advisors and clients
  • Answers phone calls and emails from clients; follows up on client requests
  • Submits transaction requests to processing team to ensure completion and accuracy
  • Ability to handle multiple advisors' book of business and complex service situations
  • Achieves high quality and accuracy of work
  • Understands department workflows, policies and procedures to submit requests correctly and timely
  • Identifies process improvements and partners with leaders to implement changes
  • Provides notary services for client transactions
  • Preparing and stocking refreshments for the office daily
  • Helping with snacks, beverages and meals as needed for the office staff or clients.
  • Directing incoming client phone calls to appropriate departments
  • Managing office supplies and restocking as needed
  • Receiving all deliveries and routing to the appropriate recipient
  • Preparing internal mail for routing to appropriate offices; receiving, opening and sorting daily mail; Assisting with facilities related issues and tasks as needed
  • Maintains satisfactory attendance.
  • Suggesting and embracing process improvements
  • Focusing on quality and accuracy of work
  • Consistently demonstrating Allworth's guiding principles
  • 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.
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 25.5 days of paid time off annually, which includes holidays, during the first three years of employment.
  • Option to participate in our Equity Purchase Program
  • Future growth opportunities within the company
In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

Allworth Financial participates in E-Verify. Click here for more information.

California residents, click here for our privacy policy.

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