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Front Desk Associate/Service Associate Hybrid

Allworth FinancialDansville, NY
On-site Full-time $50K/yr - $55K/yr

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Experience Level

Experience

Qualifications

Qualifications:Strong communication and interpersonal skills. Ability to manage multiple tasks effectively. Detail-oriented with a focus on client satisfaction. Experience in a customer service or administrative role is preferred. Proficient in Microsoft Office Suite and scheduling software.

About the job

Allworth Financial is an independent investment advisory firm specializing in retirement planning, investment advising, and 401(k) management. Founded in 1993, the company has expanded beyond its Sacramento origins to become a multi-billion dollar organization. Allworth is backed by private equity and has received recognition for its dedication to client well-being and education, including honors from the National Business Research Institute and a spot among Barron's Top 40 RIAs in 2024.

Role overview

The Front Desk Associate/Service Associate Hybrid is a full-time, on-site position in Dansville, NY. The schedule is five days per week. Annual salary ranges from $50,000 to $55,000. This non-exempt role blends client-facing duties with administrative support.

What you will do

  • Act as the first point of contact for clients and visitors at the front desk
  • Manage incoming calls and direct them to the right person
  • Greet clients and create a welcoming atmosphere
  • Schedule appointments and coordinate calendars for advisors
  • Collaborate with advisors to support a smooth client experience
  • Handle office administration tasks as needed
  • Maintain a personalized approach in every client interaction

Why join Allworth

  • Join a firm recognized for employee and client satisfaction
  • Work in a team that values personalized service and collaboration
  • Develop your skills in a respected, award-winning financial advisory company

About Allworth Financial

Allworth Financial is a leading independent investment advisory firm focused on retirement planning and investment management, recognized for its commitment to client education and exceptional service.

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