Onboarding Specialist II

Corient; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) matching

Medical plan options

Dental & Vision

Life Insurance

Disability Insurance

Parental Leave

FSA & HSA programs

Transit & Commuter benefits

Perkspot discounts

Training reimbursement

Job summary

Corient seeks an Onboarding Specialist II to manage end-to-end onboarding for new clients and accounts, from paperwork to funding, while coordinating with clients for signatures and asset transfers. You will work with client service teams to ensure a smooth onboarding journey and exceptional service delivery.

The role requires a Bachelor's degree and 2–3 years in operations or client service in financial services, with onsite work 4 days per week.

Qualifications

• Bachelor's degree required.
• Minimum 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 or ability to learn quickly.
• Excellent verbal, written, analytical, and organizational skills.
• Ability to identify and fulfill client needs with minimal supervision while working in a team.
• Must maintain confidentiality with all client and firm matters.

Responsibilities

• Oversee end-to-end onboarding for new clients and accounts (WMA generation to setup and funding).
• Prepare and process new account paperwork including custodial forms and disclosures with high accuracy.
• Coordinate with clients to obtain signatures via DocuSign or mail.
• Manage asset transfers including ACATs, rollovers, and wires.
• Deliver outstanding client service by addressing onboarding questions and needs.
• Collaborate with client service specialists and internal teams to ensure timely onboarding.

Skills

Client service

Onboarding coordination

Communication skills

Attention to detail

Team collaboration

Onboarding experience

Education

Bachelor's degree

Tools

DocuSign

Salesforce

Addepar

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.

About Corient

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 fosters 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.

About The Role

Corient is seeking an Onboarding Specialist II. The responsibilities will include:

• 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.

Qualifications & Requirements

• 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
• Able to work independently with minimal to no supervision but enjoy being part of a team
• Must be confidential with all client and firm matters
• This position is required to work onsite 4 days per week.

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 fosters 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.