What are the responsibilities and job description for the Front Desk Associate/Service Assocaite position at TRC Talent Solutions?
Are you passionate about delivering exceptional customer service and keeping operations running smoothly? TRC Talent Solutions is seeking a Front Desk Associate for Allworth Financial in Bel Air, MD.
As a Front Desk Associate, you will play a vital role in creating a seamless, professional experience for clients and supporting a collaborative financial advisory team. You will assist with day-to-day client service requests, process transactions, respond to inquiries, manage account documentation, and partner closely with senior team members to help deliver high-quality client support.
Role Type: Full-time, non-exempt
Location: Bel Air, MD (Required 5 days/week on-site
Salary: The expected base salary is $55k$58k (potential eligibility for an annual bonus based on employee and company performance)
What You'll Be Doing
Serve as an initial point of contact for clients, addressing inquiries and providing timely responses to their needs via phone and email.
Assist with scheduling and coordinating client appointments, ensuring all logistics are handled efficiently and accurately.
Process client requests, including transactions and paperwork, in line with firm policies and procedures.
Assist in the onboarding process for new clients, ensuring a smooth and positive experience.
Collaborate with custodians and internal teams to resolve client account issues, transfers, and general service requests.
Support advisors with client-related documentation, ensuring all forms are complete, accurate, and submitted on time.
Provide notary services for client transactions as required.
Maintain up-to-date client records and help ensure accuracy and consistency across internal systems.
What We Are Looking For
2-5 years of experience in a client-facing administrative role within the financial services or related industry
BS/BA degree preferred; high school diploma or GED required.
Strong communication skills with the ability to establish rapport with clients and colleagues.
Experience with CRM systems and basic financial software (experience with custodial platforms is a plus)
Knowledge of financial services industry practices, with familiarity in processing account transactions or client service inquiries
Strong attention to detail and accuracy in handling client records and transaction-related documents
Ability to multitask and manage competing priorities in a fast-paced environment.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
Salary : $55,000 - $58,000