High-Touch Client Onboarding Specialist — Flexible Hours
Allworth Financial
Allworth Financial in Sacramento, CA is seeking an Onboarding Specialist to support the CRP Sales Team by delivering a high-touch onboarding experience for new referral clients. You will coordinate document delivery, funding of accounts, and liaison with custodial partners to ensure accuracy and timeliness. The ideal candidate has a finance-related degree, 3+ years in client or sales support within wealth management, SMA/Alternatives specialization, and CRM experience (Salesforce preferred). #J-18808-Ljbffr Allworth Financial
Vacancy posted 1 day ago
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