Onboarding Specialist II

Corient; Houston (TX); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) Match

Medical plans

Dental & Vision Insurance

Short/Long-term Disability

Parental Leave

FSAs & HSAs

Perkspot discounts

Training reimbursement

Professional designations

Volunteer days

Job summary

Corient in Houston, TX is seeking an Onboarding Specialist II to oversee full onboarding for new clients and accounts, from paperwork to funding. You will coordinate with clients to obtain signatures, manage ACATs/rollovers, and ensure accurate transfer of assets while delivering exceptional service.

The role requires a Bachelor's degree and 2–3 years of operations or client service experience in financial services, with proficiency in tools like DocuSign and Salesforce.

Qualifications

• Bachelor's degree from an accredited institution.
• 2-3 years of operations or client service experience in a financial services firm.
• Experience with wealth management tools and document workflows.

Responsibilities

• Oversee the end-to-end onboarding process for new clients and accounts.
• Prepare and process onboarding paperwork 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 during onboarding.
• Collaborate with internal teams to ensure timely onboarding.

Skills

Verbal communication

Written communication

Analytical skills

Organizational skills

Independence

Discretion/confidentiality

Education

Bachelor's degree

Tools

Charles Schwab

Fidelity

Salesforce

Addepar

DocuSign

Job description

## Onboarding Specialist IIApply: Houston, TX: Full time: Posted Yesterday: JR6196**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*** 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.