Onboarding Specialist II — Client Success & Wealth Ops

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

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.