Client Onboarding Specialist II – Wealth Management

Corient; Columbus, Northern (OH, KY); Hybrid; USD 41,000 - 62,000; Full time

Benefits offered by this job

401(k) Matching

Medical Plan Options

Dental, Vision & Life Insurance

Disability Insurance

Parental Leave

FSA & HSA

Commuter Benefit

Job summary

Corient is seeking an Onboarding Specialist II in Columbus, OH to manage end-to-end client onboarding and account setup. You will prepare custodial forms, wealth management agreements, and transfer documents with precision, and coordinate signatures via DocuSign or mail.

You will handle asset transfers including ACATs and wires while delivering excellent client service. Ideal candidates have 2–3 years in operations or client service at a financial services firm, strong communication, and the

Qualifications

• Bachelor's degree from an accredited institution.
• Minimum of 2-3 years of operations or client service experience at an RIA or similar financial services company.
• Experience with Charles Schwab, Fidelity, Salesforce, Addepar, DocuSign, (competency or ability to learn quickly).
• Excellent verbal, written, analytical, and organizational skills.
• Ability to identify, meet and follow through with client needs and requests.

Responsibilities

• Oversee the end-to-end onboarding process for new clients and accounts, from WMA generation to account setup and funding.
• Prepare and process new account paperwork including custodial forms, wealth management agreements, transfer forms, and required disclosures with a high level of accuracy.
• Coordinate directly with clients to obtain signatures via DocuSign or mail
• Manage asset transfers including ACATs, rollovers, and wires
• Deliver outstanding customer service by addressing client questions and needs during the onboarding process.
• Collaborate closely with client service specialists and internal teams to gather information and ensure the completion of timely onboarding.

Skills

Client service

Verbal communication

Analytical skills

Organizational skills

Independent worker

Education

Bachelor's degree

Tools

Salesforce

Addepar

DocuSign

Charles Schwab

Fidelity

Job description

Corient is seeking an Onboarding Specialist II in Columbus, OH to manage end-to-end client onboarding and account setup. You will prepare custodial forms, wealth management agreements, and transfer documents with precision, and coordinate signatures via DocuSign or mail.

You will handle asset transfers including ACATs and wires while delivering excellent client service. Ideal candidates have 2–3 years in operations or client service at a financial services firm, strong communication, and the