Onboarding Specialist I

CI Financial; Boston (MA); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

401(k) Plan

Medical, Dental & Vision

AD&D & Disability

Paid Parental Leave

Commuter Benefits

Training Reimbursement

Job summary

Corient in Boston is seeking a detail-oriented Client Services Specialist to support custodian paperwork, fund transfers, and account maintenance for high-net-worth clients. You will prepare documentation for managed accounts, assist with subscription processes, and help with bill paying and accounting tasks using QuickBooks.

The role requires a bachelor’s degree and 2–4 years of relevant experience, with strong Excel and Office skills, excellent communication, and the ability to work

Qualifications

• Bachelor’s degree required.
• 2–4 years of relevant experience preferred.
• Proficiency in Microsoft Office, with a high level of competency in Excel.
• Maintain integrity and confidentiality.
• Strong teamwork and collaboration, but also ability to work independently.
• Excellent written and verbal communication skills.
• Analytical and organizational skills.
• Detail-oriented while multi-tasking in a fast-paced environment.
• Ownership of projects from start to finish.
• Travel is not required.

Responsibilities

• Complete custodian paperwork to establish accounts for individuals, trusts or entities.
• Transfer funds via check requests, wires, SLOAs, or Money Links and update account details.
• Prepare manager paperwork for managed accounts and assist with subscription document preparation.
• Assist with bill pay, accounting tasks in QuickBooks, and month-end reconciliations.
• Prepare customized cash flow and other financial reports for clients upon request.
• Assist in quarterly meetings: agendas, deliverables, task lists, and document organization.
• Provide general office support and cover on errands as needed.
• Support client teams with various administrative tasks.

Skills

Microsoft Office

Excel

Communication

Education

Bachelor's degree

Tools

QuickBooks

Job description

Join a team that values your ambition and empowers your growth

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Responsibilities

• The CSS is responsible for completing 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, initiate managed accounts, establish margin accounts, update beneficiaries, request IRA distributions, transfer assets in via ACAT, or edit cost basis information. The CSS prepares the above forms, as appropriate, and ensures accurate completion of the tasks through diligent follow-through and communication with both the team and the custodian.

• The CSS is also responsible for preparing manager paperwork for any managed accounts and communicating to ensure accurate and timely completion. The CSS assists in the subscription document preparation and information-gathering process as directed by the Investment Analysts.

• The CSS may be responsible for bill pay and accounting services for some select clients. This will include preparing bills for review, coding and entering into QuickBooks, reconciling accounts a month end, entering journal entries, and preparing reports for the Advisor to present to the client. Some of these clients may also require payroll services, in which case, the CSS will enter the information into the payroll system and prepare preliminary reports for review by the Advisor. PTO tracking, benefit administration, and specialized reporting could also be required.

• The CSS prepares customized cash flow, recordkeeping, and other specialized financial reports for clients upon request. During tax season, the CSS is responsible for gathering and tracking tax information for assigned clients. On a periodic basis, this information is transferred to the CPAs.

• In preparation for and following quarterly meetings, the CSS may prepare agendas, print and organize deliverables, update task lists, scan notes and documents to the client’s folder, participate in team meetings, and execute on any assigned tasks.

• This is a utility player position that provides all types of support for the various client teams and general support for the office such as providing backup on the phones, copying and/or scanning documents, and completing special projects.

Qualifications & Requirements

• A bachelor’s degree

• 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

• An excellent team player who enjoys collaboration but also works well individually

• Strong work ethic

• Strong verbal and written communication skills

• Excellent analytical and organizational skills

• Ability to remain detail-oriented while multi-tasking and working at a fast pace

• Ability to take ownership of projects and carry them through to completion

• Travel is not required.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Physical Requirements

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
• This position may require the ability to lift up to 15 pounds.
• This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
• Corient participates in E-Verify and will provide the federal government with your Form I‑9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I‑9.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non‑Disclosure Agreement, which require, among other things, post‑employment obligations relating to non‑solicitation, confidentiality, and non‑disclosure.

What You Can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

• 401(k) Plan with Employer Matching
• Four Medical Plan options that is generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & Long-term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts& Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program - Perkspot
• Training Reimbursement
• Paid Professional Designations
• Giving back to the community - Volunteer days

Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net‑worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fostereds collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client‑first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.