Service Associate

Service Associate

Requirements

• 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

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.

Preferred Qualifications

• Minimum 1 year of financial services industry and client service experience preferred
• BS/BA degree or equivalent work experience preferred