Onboarding Administrator - Custodial Referral Program

Allworth Financial(8 days ago)

HybridFull TimeMedior$60,000 - $72,000Sales

About this role

An Onboarding Specialist supporting Allworth Financial’s CRP Sales Team responsible for delivering a high-touch onboarding experience for referral clients. The role serves as a liaison between sales, clients, and custodial partners to ensure timely delivery of account documents and funding. The position maintains program knowledge and supports process and system improvements to streamline onboarding.

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Required Skills

Customer Service
Account Onboarding
CRM
Account Funding
Documentation
Relationship Management
Communication
Organization
Compliance
Sales Support

Qualifications

College Degree in Finance or Business

About Allworth Financial

allworthfinancial.com

Allworth Financial is a Registered Investment Adviser that provides customized, comprehensive financial planning and wealth management for individuals, families, and business owners. They deliver investment management, retirement planning, tax-aware strategies, estate planning, and ongoing financial guidance through a team of fiduciary, fee-based advisors. Allworth emphasizes tailored plans and long-term relationships, coordinating investments, taxes, and life goals to help clients pursue financial confidence.