Allworth Financial · 7 hours ago
Onboarding Administrator - Custodial Referral Program
Indianapolis, IN
Full-time
Onsite
Mid Level
$60K/yr - $72K/yr
3+ years expAllworth Financial is an independent investment financial advisory firm specializing in retirement planning and investment advising. The Onboarding Specialist supports the Sales Team in the new client onboarding process, serving as a liaison between clients and custodial partners while ensuring a superior onboarding experience.
AdviceFinancial ServicesRetirement
Responsibilities
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
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
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
Qualification
Required
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
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
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
Company
Allworth Financial
Allworth Financial is an investment advisory firm that provides financial and retirement planning education.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Pat McClain
Co-Founder and CEO
Sandeep M.
Chief Technology Officer
Recent News
2026-01-22
2025-10-09
Company data provided by crunchbase