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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

About Allworth Financial

Allworth Financial (www.allworthfinancial.com) is an independent investment advisory firm focused on retirement planning, investment advising, and 401(k) management. Since 1993, the firm has grown from its Sacramento roots into a multi-billion dollar company, supported by private equity. Allworth emphasizes direct, tailored financial planning to help clients meet both short- and long-term goals. The company is known for its commitment to client well-being and education, earning recognition from the National Business Research Institute for satisfaction and being named one of Barron's Top 40 RIAs in 2024.

Role Overview: Front Desk Associate/Service Associate Hybrid

This full-time, non-exempt position is based on-site in Dansville, NY, with a standard schedule of five days per week. The annual salary range is $50,000–$55,000.

What You Will Do

  • Serve as the first point of contact for clients and visitors at the front desk
  • Manage incoming phone calls and direct them appropriately
  • Greet clients and ensure a welcoming atmosphere
  • Schedule appointments and coordinate calendars for advisors
  • Work closely 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

  • Be part of a firm recognized for both employee and client satisfaction
  • Work in a team that values personalized service and collaboration
  • Grow 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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