Touch Client Onboarding Specialist
Job in
Sacramento, Sacramento County, California, 95828, USA
Listed on 2026-08-25
Listing for:
Allworth Financial
Part Time
position Listed on 2026-08-25
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
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).
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