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Job details

Integration Associate

Allworth Financial is an independent investment advisory firm looking for an Integration Associate to support account transitions and ensure excellent client service.

Skills

  • Excellent communication skills
  • Strong organizational skills
  • Problem-solving abilities
  • Proficiency with Microsoft Office and CRM systems

Responsibilities

  • Assist with client and account information for transitions
  • Prepare documents for Partnering Firms
  • Facilitate timely delivery of paperwork
  • Review and quality check returned paperwork
  • Convert leads to clients in Salesforce

Education

  • Some college preferred

Benefits

  • Medical, Dental, and Vision insurance
  • Flexible working arrangements
  • Generous 401K contributions
  • 15 days of paid time off annually
  • 11 Paid Holidays
To read the complete job description, please click on the ‘Apply’ button
Allworth Financial Glassdoor Company Review
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CEO of Allworth Financial
Allworth Financial CEO photo
Scott Hanson and Pat McClain
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Average salary estimate

$60000 / YEARLY (est.)
min
max
$50000K
$70000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

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FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
No info
SALARY RANGE
$50,000/yr - $70,000/yr
EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
March 30, 2025

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