Onboarding Administrator - Custodial Referral Program
Allworth Financial(8 days ago)
About this role
An Onboarding Specialist at Allworth Financial supports the CRP Sales Team by facilitating the new client onboarding process for clients referred by custodial partners. The role serves as a primary liaison among sales, clients, and custodial partners within a growing, private-equity-backed Registered Investment Advisor firm.
Required Skills
- Customer Service
- Account Onboarding
- CRM
- Salesforce
- Account Funding
- Relationship Management
- Communication
- Organization
- Compliance
- Attention To Detail
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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