Onboarding Administrator - Custodial Referral Program
Allworth Financial(8 days ago)
About this role
Onboarding Specialist supporting the CRP Sales Team at Allworth Financial, a multi-branch Registered Investment Advisor. The role serves as a liaison between sales, new clients, and custodial partners to ensure a high-touch onboarding experience for referral clients and support the firm’s growth initiatives.
Required Skills
- Customer Service
- Client Onboarding
- Account Funding
- CRM
- Salesforce
- Relationship Management
- Communication
- Organization
- Compliance
- Documentation
+2 more
Qualifications
- College Degree in Finance or Business
About Allworth Financial
allworthfinancial.comAllworth 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.
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