Onboarding Administrator - Custodial Referral Program

Allworth Financial•Folsom, CA

10d•$60,000 - $72,000

About The Position

The CRP Sales Team works to promote Allworth Financial’s advice and product solutions to prospective clients referred by our custodial partners. The Onboarding Specialist specifically supports the Sales Team in all aspects of the new client onboarding process. They serve as a key liaison between the team, our new clients, and custodial partners while providing a superior onboarding experience, seamlessly delivering new account documents in a timely fashion and providing guidnace to appropriate stakeholders during the transfer and funding process. The Onboarding Specialist is responsible for: (1) Coordinating with all internal and external parties to ensure timely delivery and completion of onboarding documents; (2) Overseeing the prompt funding of all incoming financial accounts; and (3) Maintaining superior knowledge of program-specific rules and systems to help serve as a knowledge base to the sales field and clients regarding nuances. The Onboarding Specialist is a critical team player who helps provide the high-touch experience and excellent service delivery Allworth Clients expect. This position has a budgetted base salary that ranges from $60,000 to $72,000 based on the candidates expierence, additionally this position is eligible for an annual bonus based on their performance and the companies.

Requirements

College degree in finance, business or related
3+ years of client service support, sales support, or related RIA/wealth management or financial services industry experience
Superior organizational skills and attention to detail
Excellent verbal and written communication skills
Independently motivated with the ability to work across multiple teams
Well-suited for a fast-paced environment with shifting priorities and goals
Strong ethics and integrity with a commitment to maintaining confidentiality
Emotionally intelligent and a natural relationship builder
Must be in good compliance standing with all rules, regulations and policies

Nice To Haves

Working knowledge of Salesforce or a similar CRM a plus

Responsibilities

New referral client onboarding (50%):
Provide superior customer service and ongoing support to seamlessly onboard new referral clients to Allworth
Prepare onboarding paperwork packets, including new account documents, for incoming clients
Ensure expedient delivery and timely completion of new account documents
Coordinate the opening and funding of investment accounts, which may consist of individual, organization retirement, and/or trust accounts
Enter all pertinent new client account information and onboarding notes in CRM
Adhere to best-in-class response and turnaround times throughout the new client onboarding process
External & internal relationship management (30%)
Deliver an exceptional onboarding experience to all incoming referral clients
Actively build personal relationships with clients, advisors, sales reps, referral partners, and all external parties involved in the onboarding process
Partner with sales representatives and advisor teams to achieve best-in-class service execution
Remove any roadblocks for clients and focus on ease of doing business
Customize exceptional service to each incoming client and demonstrate ownership, with timely completion, of their requests
Sales Team support (20%)
Help to build out the necessary processes and system requirements to facilitate a seamless central client services experience for referral program clients
Support implementing enhancements and changes to CRM, and other internal systems, as necessary
Serve as the ultimate advocate and knowledge base for program priorities and initiatives

Benefits

Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
Dental insurance with MetLife
Vision insurance with VSP
Optional supplemental benefits
Healthcare savings accounts with company contribution
Flexible spending accounts
Flexible working arrangements
Generous 401K contributions
Exempt associates qualify for our flexible paid time off policy
Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
11 Paid Holidays
Option to participate in our Equity Purchase Program
Future growth opportunities within the company