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, and still run by its original founders, Scott Hanson and Pat McClain, 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 $13 billion 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 100 RIA in 2020.This is an excellent opportunity for a professional who loves working directly with clients, has a proven track record of extreme attention to detail, and wants to work in a fast-paced, challenging, team-oriented, and rewarding environment.
This is a full time role based out of Larkspur, CA and is 100% in-office that requires working from the office, five days a week.
The Director of First Impressions is a critical role serving as the first impression for inbound and outbound phone calls and in-office visits.
DUTIES AND RESPONSIBILITIES: Delivering positive, reliable and memorable phone service experiences to our wealth management clients Greeting and assisting our clients as they arrive for appointments as well as assisting “walk-in” clients with whatever needs they may have Prepare coffee for our clients and set our condiments for the day Re-stock supplies, beverages and keep breakroom clean Scheduling and confirming client appointments for the advisor team Receiving all deliveries and routing to the appropriate recipient Directing incoming client phone calls to the assigned service team Seeking to impress our clients with every interaction Focusing on quality and accuracy of work Assisting other team members with tasks and projects as needed Suggesting and implementing process improvements Consistently demonstrating Allworth’s guiding principles QUALIFICATIONS Passion for excellent service and client satisfaction Excellent verbal and written communication skills Front Desk work experience with heavy scheduling experience preferred Ability to multi-task and prioritize work daily with frequent interruptions Flexibility and embraces change Strong team player and approachable High degree of professionalism Proficient with Microsoft Office applications required Client Relationship Management (CRM) and Document Management workflow systems a plus BS/BA degree preferred; High school diploma or GED required 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 flexible work arrangements, paid time off, medical and other insurances, Retirement Benefit
– 401K and future growth opportunities within the company.
Plus, 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.
Most benefits are available to full time associates.
Part Time or Intern associates may not be eligible for all benefits.
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.