Top 99 Investment representative Jobs in Sacramento, Ca

Client Onboarding Specialist
Allworth Financial —Sacramento, CA
- Full-time
- Mid-level
- Finance
- Organizational skills
- Health savings account
- Paid holidays
12d
Patient Services Rep
Dignity Health Medical Group —Rancho Cordova, CA
- $25.23 - $28.46 an hour
- Part-time
- OSHA
- High school
- Windows
Financial Services Professional - Hybrid Remote (CA)
Bankers Life —Sacramento, CA
- $70,000 - $100,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Financial Representative - Seeking Growth
Foster Region - Modern Woodmen of America —Sacramento, CA
- $97,000 - $192,000 a year
- Full-time
- Hybrid work
- Management
- Children
- Recruiting
- Health insurance
- Dental insurance
Quick Apply
ANALYST II
Department of Public Health —Sacramento County, CA
- $6,031 - $7,547 a month
- Online Application
- Hybrid work
- Mid-level
- Office
- Children
- Work from home
11d
Implementation Support Analyst - CARES
Cinnovx —Folsom, CA
- $45 - $55 an hour
- Full-time
- Spanish
- Mid-level
- Office
INFORMATION OFFICER I (SPECIALIST)
California Governor's Office of Emergency Services —Sacramento County, CA
- $6,031 - $7,775 a month
- Overtime
- Research
- Mid-level
- Office
- Free parking
- Dental insurance
C. E. A.
California Housing and Homelessness Agency (CHHA) —Sacramento County, CA
- $10,349 - $12,526 a month
- Full-time
- Hybrid work
- Writing skills
- Office
- Driver's License
- Paid holidays
- Health insurance
Strategic Account Manager Job in Sacramento, CA | $95K Salary & Uncapped Sales Commissions | Paycom Careers
PAYCOM —Sacramento, CA
- $95,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- Travel
- AD&D insurance
- Employee stock purchase plan
Quick Apply
3d
C. E. A.
State Controller's Office —Sacramento County, CA
- $12,131 - $14,453 a month
- Full-time
- Hybrid work
- Office
- Residential
- Bachelor's degree
- Free parking
- Paid holidays
Owners Representative / Project Manager
Parsons —Sacramento, CA
- $125,100 - $225,200 a year
- Construction site
- Engineering
- Travel
- Wellness program
- Paid holidays
4d
C. E. A.
State Treasurer's Office —Sacramento County, CA
- $11,778 - $14,032 a month
- Full-time
- Hybrid work
- Writing skills
- Office
- Math
5d
Sr Operations Representative
Bank of America —Roseville, CA
- $26 - $44 an hour
- Full-time
- Writing skills
- Research
- Mid-level
7d
Retail Leasing Representative
Curbline Properties —Sacramento, CA
- $98,000 - $122,000 a year
- Full-time
- Remote
- Mid-level
- Travel
Quick Apply
Territory Account Representative - Northern California
Trex Company, Inc —Sacramento, CA
- $57,500 a year
- Full-time
- Remote
- Merchandising
- US work authorization
- Entry level
- Wellness program
- Paid holidays
Quick Apply
C. E. A.
Employment Development Department —Sacramento County, CA
- $13,472 - $15,297 a month
- Full-time
- Hybrid work
- Writing skills
- Office
- Organizational skills
- Disability insurance
11d
Supplier Performance Specialist (Remote - Residing in Los Angeles, CA Area)
Pratt & Whitney —Sacramento, CA
- $86,800 - $165,200 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Travel
- Paid holidays
- Disability insurance
Associate Loan Originator, NE Sacramento, CA
PrimeLending —Sacramento, CA
- Full-time
- Office
- High school diploma or GED
- Driver's License
Supplier Quality Engineer, Principal (Remote)
Collins Aerospace —Sacramento, CA
- $107,500 - $204,500 a year
- Full-time
- Remote
- Up to 50% travel
- 5 years
- Engineering
- Paid holidays
- Loan repayment program
Direct Sales Rep
Abbott Laboratories —Sacramento, CA
- $43,900 - $109,200 a year
- Full-time
- Hospital
- Bachelor's degree
- Team management
- Health insurance
- Tuition reimbursement
11d

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Client Onboarding Specialist

Allworth Financial -
Sacramento, CA

Apply Now

Job Details

Full-time
12 days ago

Benefits

Health savings account
Paid holidays
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
Referral program

Qualifications

Customer communication
Professional ethics

Full Job Description

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.

SUMMARY:

The CRP Sales Team works to promote Allworth Financial's advice and product solutions to prospective clients referred by our custodial partners. The Onboarding Specialist specifically supports the Sales Team in all aspects of the new client onboarding process. They serve as a key liaison between the team, our new clients, and custodial partners while providing a superior onboarding experience, seamlessly delivering new account documents in a timely fashion and providing guidnace to appropriate stakeholders during the transfer and funding process.

The Onboarding Specialist is responsible for: (1) Coordinating with all internal and external parties to ensure timely delivery and completion of onboarding documents; (2) Overseeing the prompt funding of all incoming financial accounts; and (3) Maintaining superior knowledge of program-specific rules and systems to help serve as a knowledge base to the sales field and clients regarding nuances.

The Onboarding Specialist is a critical team player who helps provide the high-touch experience and excellent service delivery Allworth Clients expect.

DUTIES AND RESPONSIBILITIES:

New referral client onboarding (50%):
- 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

External & internal relationship management (30%)
- 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

Sales Team support (20%)
- 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

EXPERIENCE AND QUALIFICATIONS:

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
Specialization in SMA's (Separately Managed Accounts) & Alternatives required
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

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

BENEFITS

We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:

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 (Contract, intern, and part-time employees are not eligible)
Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

Allworth Financial participates in E-Verify. Click here for more information.

California residents, click here for our privacy policy.

Apply Now

Refine Your Search

investment representative jobs in sacramento, ca

Client Onboarding Specialist

Patient Services Rep

Financial Services Professional - Hybrid Remote (CA)

Financial Representative - Seeking Growth

ANALYST II

Implementation Support Analyst - CARES

INFORMATION OFFICER I (SPECIALIST)

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