Allworthfinancial
Dallas / Global
Onboarding & Client Experience Specialist
- $65.000 - $90.000
GET
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Dallas / Global
Allworth Financial seeks an Onboarding Specialist to support the CRP Sales Team by delivering a high-touch onboarding experience for new clients. You will coordinate documents, ensure timely funding of accounts, and serve as a knowledge base for program rules and systems.
Responsibilities include facilitating onboarding packets, interfacing with custodians, and helping the sales field and clients with transfers and funding while upholding confidentiality and integrity.
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