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Managed Accounts Onboarding Specialist

Company: Allspring Global Investments
Location: Walnut Creek
Posted on: April 3, 2024

Job Description:

DescriptionElevate Your Career
Work where your ideas have impact

Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us forward, we strive to build portfolios aimed at generating successful outcomes for our clients. We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock what's possible. Allspring is a company committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains. For more information, please visit About Us - Allspring Global Investments.
At Allspring, unique views inspire us. We leverage the diversity of people, ideas, and skills to help our clients pursue their financial goals. We strive to attract and retain a diverse talent pool that enables us to better serve our global client base. Intentionally fostering a diverse and inclusive culture allows us to empower innovation, productivity, and engagement. It's also essential for elevating the experience of our clients as well as the communities in which we operate. Thank you for considering Allspring as you explore the next step in your career journey.
The Managed Accounts Onboarding Specialist provides oversight management to our Third-Party Vendor for single contract accounts and works directly with various internal parties to initiate, complete, approve and incept Dual Contract Accounts. They will review all new account documentation to ensure that we are properly servicing our accounts and use strategic thinking to identify potential issues that may cause delays to onboarding the account. Technical and Professional skills are needed for this dynamic work environment, with opportunities to expand responsibilities and gain visibility throughout the firm. The Managed Accounts Onboarding Specialist must be an operations contributor continuously striving for excellence, improving the client experience, gaining process efficiencies, and adding controls where needed.

  • Onboard dual contract managed account clients, through coordination with external clients and internal stakeholders, including facilitating mutually acceptable client agreements, administering AML/KYC reviews, and coordinating approval and execution of final Investment Advisory contract.
  • Perform verification checks on Archer's data entries to ensure accurate processing of information for new accounts. The associate will identify missing or conflicting information to quickly find a resolution.
  • Participate in ongoing reviews of end-to-end business processes to determine where we can simplify and create more efficiencies.
  • Monitor the team inbox by acting as a central point of contact for a wide range of operational, regulatory, and administrative inquiries.
  • Establish familiarity with internal systems/procedures to understand how client requests are processed.
  • Build strong business partnerships across the business, including but not limited to investments, distribution, legal, risk, compliance, regulatory reporting, data, technology, and various vendors.
  • Assess and analyze account processes continuously for compliance, data quality, maintenance of files and systems to minimize operational and systematic risk.


    • Experience onboarding new strategies with new and existing sponsors.
    • Workflow tool experience.
    • Able to work independently and self-manage high volumes of data with tight deadlines and limited support.
    • Possesses strong time management and prioritization skills.
    • Strong communication skills.
    • Strong organizational skills and the ability to multi-task
    • Works effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are critically important.
    • Takes initiatives on a variety of projects and utilize problem solving to complete effectively and efficiently.


      • Ability to drive change toward continuous improvement and excellence.
      • Experienced in Microsoft Office especially excel V-Lookup, Macros and MS Power Apps.
      • Ability to articulate issues, risks, and proposed solutions to various levels of staff and management.
      • Thoughtful and decisive style with ability to negotiate critical issue resolution.

        Base Pay Range: $85,000-$95,000Salary Range for California candidates only.Actual based may vary based upon, but not limited to, relevant experience, time in role, base salary internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.)


        We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

        Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Keywords: Allspring Global Investments, Walnut Creek , Managed Accounts Onboarding Specialist, Other , Walnut Creek, California

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