Integration Associate
Allworth Financial•Dallas, TX
270d
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About The Position
The Integration Associate 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.
