Client Onboarding & Operations Specialist

Corient Services LLC; Boston (MA); On-site; USD 60,000 - 90,000; 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

Maternity & Parental Leave

Flexible Spending Accounts

Health Savings Accounts

Commuter & Transit FSA

Perkspot Corporate Discount Program

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient seeks a detail‑oriented Custodian Services Specialist to support high‑net‑worth client teams in establishing accounts, transferring assets via ACAT, and preparing manager paperwork. You will handle paperwork, update beneficiary data, and coordinate with investment analysts to ensure accurate, timely processing.

This role requires a bachelor’s degree, 2–4 years of relevant experience, strong Excel skills, and the ability to maintain confidentiality.

Qualifications

• A bachelor’s degree is required.
• Two to four years of relevant experience preferred.
• Proficiency in Microsoft Office, with a high level of competency in Excel.
• Complete integrity with an uncompromised reputation.
• Ability to maintain total confidentiality.
• Excellent team player with collaboration and independence.
• Strong work ethic.
• Strong verbal and written communication skills.
• Excellent analytical and organizational skills.
• Detail-oriented while multi-tasking in a fast-paced environment.

Responsibilities

• Complete custodian paperwork to establish accounts for individuals, trusts or entities.
• Transfer funds via check requests, wires, SLOAs, or Money Links.
• Update account names or addresses and initiate managed or margin accounts.
• Update beneficiaries and request IRA distributions; transfer assets via ACAT.
• Prepare manager paperwork for managed accounts and coordinate with advisors.
• Assist in preparing subscription documents and gather information for Analysts.
• Handle payroll and bill-pay for select clients and prepare related reports.
• Prepare customized financial reports and tax information for clients and CPAs.

Skills

Microsoft Office proficiency

Excel competency

Verbal and written communication

Team player

Education

Bachelor’s degree

Tools

Microsoft Office

Excel

Job description

Corient seeks a detail‑oriented Custodian Services Specialist to support high‑net‑worth client teams in establishing accounts, transferring assets via ACAT, and preparing manager paperwork. You will handle paperwork, update beneficiary data, and coordinate with investment analysts to ensure accurate, timely processing.

This role requires a bachelor’s degree, 2–4 years of relevant experience, strong Excel skills, and the ability to maintain confidentiality.