Client Onboarding & Wealth Ops Specialist

Corient; Post (OR); On-site; USD 41,328 - 50,971; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Generously subsidized Medical Plan options

Employer paid Dental, Vision & Life Insurance

Paid Professional Designations

Paid Maternity & Parental Leave

Flexible Spending Accounts

Job summary

Corient is seeking a Client Onboarding Specialist to oversee the onboarding process for new clients. This includes managing paperwork and ensuring a high level of customer service. The ideal candidate will have a Bachelor’s degree and 2-3 years of experience in client service within a financial setting.

Located in Oregon, this onsite position demands strong organizational skills and the ability to work independently as part of a collaborative team.

Corient offers competitive compensation of $30-$37 per hour along with several benefits, including health insurance and 401(k) matching.

Qualifications

• Minimum of 2-3 years of operations or client service experience at an RIA or similar financial services company.
• Must be confidential with all client and firm matters.
• Required to work onsite 4 days per week.

Responsibilities

• Oversee the end-to-end onboarding process for new clients and accounts.
• Prepare and process new account paperwork accurately.
• Deliver outstanding customer service during the onboarding process.

Skills

Excellent verbal, written, analytical, and organizational skills

Ability to identify and meet client needs

Experience with Charles Schwab, Fidelity, Salesforce, Addepar, DocuSign

Independence and team collaboration

Education

Bachelor's degree from an accredited institution

Tools

DocuSign

Salesforce

Addepar

Job description

Corient is seeking a Client Onboarding Specialist to oversee the onboarding process for new clients. This includes managing paperwork and ensuring a high level of customer service. The ideal candidate will have a Bachelor’s degree and 2-3 years of experience in client service within a financial setting.

Located in Oregon, this onsite position demands strong organizational skills and the ability to work independently as part of a collaborative team.

Corient offers competitive compensation of $30-$37 per hour along with several benefits, including health insurance and 401(k) matching.