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Integration Specialist

4 months ago

Dallas, Texas, United States Allworth Financial Full time

Allworth Financial ) 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 2022.


SUMMARY:

The Integration Specialist reports to the Integration Team Lead and is primarily responsible for quality document packet and ancillary form preparation, and timely submission and processing to open or transition accounts through funding in contribution to an exceptional Allworth client experience during the New Partner Transition period. The position works closely with our Partnering Firms Servicing Staff, Allworth's Advisor Enablement and Integrations Team, Integrations Service Administrator, and Custodians.

This is a full-time, Non-Exempt position, that requires in-office work in Addison, TX.

DUTIES AND RESPONSIBILITIES:

  • Assisting the Integration Team Lead with gathering and quality checking the client and account information for repapering and/or transitioning acquired accounts.
  • Collaborate with Integration Team or Partnering Firm to obtain missing client data
  • Prepare and create required documents, fee agreements, and envelopes for Partnering Firm's Clients.
  • Facilitate the timely delivery of paperwork to the client through DocuSign, mail/overnight, or email to Partner Advisor or service staff.
  • Tracking incoming packets and data on the Partnering firm's tracker and/or project plan.
  • Reviews and quality checks returned paperwork to limit errors, account restrictions and other NIGOs.
  • Convert leads to clients in Salesforce
  • Scan or download documents to the client file,
  • Returning missing or not-in-good-order paperwork to clients for signatures and delivering duplicate client packets as requested.
  • Submit or process paperwork directly to the appropriate custodians and carriers.
  • Monitor the account opening, transfer of assets, and/or funding, notify, and track NIGOs through resolution.
  • Work directly with custodians to process work in a timely and accurate manner and provide status updates through completion of transitioning accounts.
  • Assist the New Partner, Advisor Enablement and Integrations Team or VP of Operations with any additional, ad-hoc tasks and requests.
  • Provide backup assistance with other Integration team associates.

QUALIFICATIONS:

  • Passion for excellent service and client satisfaction
  • Excellent verbal and written communication skills
  • Minimum 1 year of financial services industry and support service experience preferred
  • Strict attention to detail, the ability to multi-task, prioritize work daily in a high-paced team-oriented environment, meet deadlines, and work independently
  • Strong organizational, problem-solving, and analytical skills
  • Strong team player and approachable, with a high degree of professionalism
  • Proficiency with Microsoft Office applications like Word, Excel, SharePoint, and Outlook as well as Client Relationship Management (CRM) and Document Management systems
  • Some college is preferred

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 (HMO, 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 25.5 days of paid time off annually, which includes holidays, during the first three years of employment.
  • Option to participate in our Equity Purchase Program
  • 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.

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