Client Onboarding & Admin Specialist

CI Financial; Boston (MA); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan Options

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Paid Parental Leave

Flexible Spending Accounts

Commuter Transit FSA

Job summary

Corient, the world’s largest multi-family office and wealth manager, seeks a versatile Client Service Specialist to support custodian paperwork, account setups, and client reporting.

This role requires strong Excel and Office skills, strict confidentiality, effective teamwork, and the ability to manage multiple tasks in a fast-paced environment; on-site four days per week with collaboration across investment analysts and CPAs.

Qualifications

• Bachelor’s degree required.
• 2–4 years of relevant experience preferred.
• Proficiency in Microsoft Office, high Excel competency.
• Complete integrity with an uncompromised reputation.
• Ability to maintain total confidentiality.
• Excellent team player who collaborates and works well individually.
• Strong work ethic.
• Strong verbal and written communication skills.
• Excellent analytical and organizational skills.
• Detail-oriented while multi-tasking in a fast-paced environment.
• Ability to take ownership of projects and carry them through to completion.
• Travel is not required.

Responsibilities

• Complete custodian paperwork to establish accounts for individuals, trusts or entities; transfer funds via various methods; update names/addresses; initiate managed accounts; establish margin accounts; update beneficiaries; request IRA distributions; transfer assets; edit cost basis information.
• Prepare manager paperwork for managed accounts and communicate to ensure timely completion. Assist in subscription document preparation and information gathering per Investment Analysts.
• Assist with bill pay and accounting for select clients; code and enter into QuickBooks; reconcile accounts; enter journal entries; prepare client reports for Advisors; may include payroll services and related reports.
• Prepare customized cash flow, recordkeeping, and other financial reports; gather and track tax information during tax season; coordinate with CPAs.
• Prepare agendas for quarterly meetings, organize deliverables, update task lists, scan notes, participate in team meetings, and execute assigned tasks.
• Provide general office support and backup on phones, copying/scanning documents, and completing special projects.

Skills

Excel

Microsoft Office

Confidentiality

Team player

Communication skills

Analytical skills

Organizational skills

Ownership

Attention to detail

Fast-paced multi-tasking

Education

Bachelor’s degree

Tools

QuickBooks

Job description

Corient, the world’s largest multi-family office and wealth manager, seeks a versatile Client Service Specialist to support custodian paperwork, account setups, and client reporting.

This role requires strong Excel and Office skills, strict confidentiality, effective teamwork, and the ability to manage multiple tasks in a fast-paced environment; on-site four days per week with collaboration across investment analysts and CPAs.