Allworth Airline Advisors (Formerly RAA) · 11 hours ago
Onboarding Administrator - Custodial Referral Program
Houston, TX
Full-time
Onsite
Mid Level
$60K/yr - $72K/yr
3+ years expAllworth Airline Advisors is a company that promotes financial advice and product solutions. They are seeking an Onboarding Administrator to support the Sales Team in the client onboarding process, ensuring timely delivery of documents and providing guidance to stakeholders during account transfers.
Financial Services
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 Airline Advisors (Formerly RAA)
Allworth Airline Advisors specializes in the unique challenges and goals of airline pilots and their families.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
unknownKey Investors
HBC Investments
2019-11-01Acquired
2015-11-17Private Equity
Recent News
2025-10-11
Company data provided by crunchbase