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Allworth Financial

Client Onboarding Specialist

Allworth Financial · Dallas, Texas, United States; Denver, Colorado, United States; Folsom, California, United States; Phoenix, Arizona, United States; Sacramento, California, United States

Posted about 2 months ago · Previously reposted

or apply directly on Allworth Financial's site. We never take the application ourselves.

Is this posting real?

This role has been open
72 days
Allworth Financial's roles stay open a median of 77 days
Reposted
Yes
taken down and listed again at least once
Salary listed
No
52% of Allworth Financial's roles list one
Ghost-job risk at Allworth Financial
high
23 stale, 1 reposted of 27 open
Hiring momentum
35 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-10-22

Measured from postings appearing on and disappearing from Allworth Financial's own greenhouse board since 2026-08-03. Full hiring picture for Allworth Financial.

About this role

The Client Onboarding Specialist at Allworth Financial plays a crucial role in the onboarding process for new clients referred by custodial partners. This position involves coordinating the delivery of onboarding documents, overseeing the funding of investment accounts, and maintaining strong relationships with clients and internal teams to ensure a seamless onboarding experience. The Specialist is expected to provide exceptional customer service and support the sales team in enhancing client services.

Our read on this posting2.8out of 5
benefits
5/5
freshness
1/5
career value
4/5
role clarity
4/5
pay transparency
0/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Allworth Financial as an employer.

What you need

  • College degree in finance, business or related field
  • 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
  • Superior organizational skills and attention to detail
  • Excellent verbal and written communication skills
  • Independently motivated with the ability to work across multiple teams

Nice to have

  • Working knowledge of Salesforce or a similar CRM

What you get

  • 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

Worth weighing

  • No salary listed
  • Role involves managing multiple relationships and requires strong interpersonal skills
  • Fast-paced environment with shifting priorities may not suit everyone

Summarised from Allworth Financial's posting. Read the full original.

Listed by Allworth Financial on their greenhouse job board, last confirmed open on 2026-10-22. PitchMeAI is not the employer.

More roles at Allworth Financial

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