Onboarding Administrator - Custodial Referral Program

Allworth Financial(8 days ago)

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

About this role

An Onboarding Specialist at Allworth Financial supports the CRP Sales Team by managing the new client onboarding process for referral clients, acting as a liaison between custodial partners, sales representatives, and clients. The role focuses on delivering timely account documentation, ensuring prompt account funding, and maintaining program knowledge to provide a high-touch client onboarding experience.

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Required Skills

Client Onboarding
Customer Service
Account Funding
Relationship Management
CRM
Salesforce
Communication
Organization
Compliance
Teamwork

Qualifications

College Degree in Finance, Business, or Related Field

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.