Client Onboarding & Experience Specialist

Allworth Airline Advisors (Formerly RAA); Sacramento (CA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental & Vision coverage

Flexible working arrangements

Generous 401K contributions

Paid time off

Job summary

Allworth Financial is seeking an Onboarding Specialist to support the CRP Sales Team by delivering a high-touch onboarding experience for new referral clients, coordinating documents, funding, and transfers with custodial partners.

In this role you will manage onboarding packets, ensure timely delivery, maintain CRM notes, and serve as a liaison across internal teams. The ideal candidate has finance education, 3+ years in client service, and excellent communication.

Qualifications

• 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
• Specialization in SMA's (Separately Managed Accounts) & Alternatives required
• Working knowledge of Salesforce or a similar CRM a plus
• 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

Responsibilities

• New referral client onboarding (50%): Provide superior customer service and ongoing support to onboard new referral clients
• 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
• Enter all pertinent new client account information and onboarding notes in CRM
• Adhere to best-in-class response and turnaround times throughout 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 onboarding
• Partner with sales representatives and advisor teams to achieve best-in-class service execution
• Remove roadblocks for clients and focus on ease of doing business
• Customize exceptional service to each incoming client and demonstrate ownership
• Sales Team support (20%): Help build processes and system requirements for a centralized client services experience
• Support implementing CRM enhancements and changes
• Serve as the knowledge base for program priorities and initiatives

Skills

Client service

Sales support

SMA specialization

Salesforce knowledge

Financial services

Communication skills

Education

Finance degree

Tools

Salesforce

CRM systems

Job description

Allworth Financial is seeking an Onboarding Specialist to support the CRP Sales Team by delivering a high-touch onboarding experience for new referral clients, coordinating documents, funding, and transfers with custodial partners.

In this role you will manage onboarding packets, ensure timely delivery, maintain CRM notes, and serve as a liaison across internal teams. The ideal candidate has finance education, 3+ years in client service, and excellent communication.