Onboarding Specialist II

Corient Services LLC; Westbrook (CT); On-site; USD 41,328 - 50,971; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Employer-paid Dental and Vision

Paid Maternity & Parental Leave

Training Reimbursement

Job summary

Corient Services LLC in Westbrook, Connecticut is seeking a Client Onboarding Specialist to oversee new client processes. The role involves preparing account paperwork, collaborating with clients, and delivering excellent customer service. Candidates should have a Bachelor's degree, 2–3 years of financial service experience, and knowledge of tools like Charles Schwab and Salesforce.

This position is non-exempt, with a pay range of $30–$37 per hour based on experience, and offers a 401(k) plan with employer matching and various health benefits.

Qualifications

• Bachelor’s degree from an accredited institution.
• Minimum of 2–3 years of operations or client service experience.
• Experience with financial management tools and excellent analytical skills.

Responsibilities

• Oversee the onboarding process for new clients and accounts.
• Prepare and process new account paperwork with accuracy.
• Deliver outstanding customer service and address client needs.

Skills

Operations experience

Client service skills

Attention to detail

Knowledge of financial services

Education

Bachelor's degree

Tools

Charles Schwab

Fidelity

Salesforce

DocuSign

Job description

Join a team that values ambition and supports growth. At Corient, we help high- and ultra-high-net-worth individuals and families preserve wealth and achieve estates plans, while simplifying lives and building lasting legacies.

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 timely onboarding completion.
• Work onsite 4 days per week.

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 or ability to learn quickly.
• Excellent verbal, written, analytical, and organizational skills.
• Ability to identify, meet, and follow through with client needs and requests.
• Can work independently with minimal supervision while enjoying teamwork.
• Maintains confidentiality with all client and firm matters.

Pay Information

This position is non‑exempt and is paid according to the laws of the State of Massachusetts. The pay range is $30–$37 per hour, determined by experience, skills, and other factors. Salary offers are based on final qualifications.

Physical Requirements

The role requires the ability to work in an office environment, including prolonged periods of sitting at a desk and working on a computer. Lifting up to 15 pounds may be necessary. Reasonable accommodations will be considered.

U.S. Eligibility Requirements

Must be 18 years of age or older and have unrestricted work authorization in the United States. Eligible candidates include U.S. citizens and lawful permanent residents. E‑Verify compliance is required after job offer acceptance.

Benefits

• 401(k) Plan with Employer Matching
• Four Medical Plan options
• 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
• Volunteer days for community giving

Equal Opportunity Employer

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.