High-Touch Client Onboarding & Funding Specialist

Allworthfinancial; Sacramento (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K or 401(k)

Flexible work arrangements

Paid time off

Job summary

Allworth Financial in Sacramento, California, is seeking an Onboarding Specialist to support the CRP Sales Team by delivering a superior onboarding experience, coordinating new client documents, and overseeing timely funding of accounts.

You will liaise with internal staff and custodial partners, manage onboarding packets, maintain accurate CRM notes, and facilitate smooth transfers while upholding strong ethics and confidentiality.

Qualifications

• College degree in finance, business or related field.
• 3+ years of client service support or sales support in wealth management or financial services.
• Specialization in SMAs and Alternatives required.
• Experience with Salesforce or similar CRM is a plus; strong communication and organizational skills.

Responsibilities

• Coordinate onboarding of new referral clients and ensure timely delivery of documents.
• Oversee funding of investment accounts and maintain CRM notes across client files.
• Support the Sales Team by implementing processes and serving as a knowledge base for program priorities.

Skills

CRM knowledge

Client service

Interpersonal skills

Cross-team coordination

Education

Bachelor's degree or higher in finance/business/related

Tools

Salesforce CRM

Job description

Allworth Financial in Sacramento, California, is seeking an Onboarding Specialist to support the CRP Sales Team by delivering a superior onboarding experience, coordinating new client documents, and overseeing timely funding of accounts.

You will liaise with internal staff and custodial partners, manage onboarding packets, maintain accurate CRM notes, and facilitate smooth transfers while upholding strong ethics and confidentiality.