Job details
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Integration Specialist
Allworth Financial is a growing independent financial advisory firm looking for an Integration Specialist to enhance client experiences during account transitions.
Skills
- Excellent verbal and written communication skills
- Attention to detail
- Organizational skills
- Problem-solving skills
- Proficiency with Microsoft Office and CRM systems
Responsibilities
- Assist with transitioning acquired AUM by gathering and quality-checking account information.
- Collaborate with teams to obtain missing client data.
- Prepare required documents and facilitate timely delivery of paperwork.
- Track incoming packets and data on project plans.
- Review and quality check custodial paperwork.
- Submit paperwork and oversee account transitions.
- Modify Salesforce records and report missing client records.
- Provide backup assistance to Integration team associates.
Education
- Some college preferred
Benefits
- Medical and dental insurance
- Vision insurance
- Flexible spending accounts
- 401K contributions
- Paid time off policies
To read the complete job description, please click on the ‘Apply’ button
Allworth Financial Glassdoor Company Review
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FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
No info
LOCATION
SALARY RANGE
$52,000/yr - $62,000/yr
EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
August 13, 2024
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