Front Desk Associate, Service Associate

Allworth Financial

Front Desk Associate crucial for client interactions. Working with the Service Team at Allworth Financial in Bel Air, Maryland.

Posted 7/14/2026full-timeBel Air • Maryland • 🇺🇸 United StatesJuniorMid-Level💰 $55,000 - $58,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates exceptional client service and satisfaction through effective communication, attention to detail, and organizational skills. Proficient in managing multiple tasks and adapting to changing priorities while maintaining professionalism in a financial services environment.

Highest-signal resume keywords

Client Service ExperienceMicrosoft Office ProficiencyAttention to DetailOrganizational SkillsFinancial Services Industry Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Excellent Verbal CommunicationExcellent Written CommunicationStrong Team PlayerApproachableFlexibility

Certifications & Qualifications

BS/BA Degree or Equivalent Work Experience

Industry Keywords

Financial ServicesClient SatisfactionProcess ImprovementsOnboarding ExperienceService Standards

About the role

Key responsibilities & impact

Deliver exceptional service in every client interaction
Greet and assist our clients and guests with service requests and appointments
Partners 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 partners with leaders to implement changes
Provides 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

Requirements

What you’ll need

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

Benefits

Comp & perks

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