Onboarding Specialist II — Wealth Management

Corient; Seattle (WA); Hybrid; USD 41,000 - 55,000; Full time

Benefits offered by this job

401(k) Plan

Medical Plan - multiple options

Dental Insurance

Vision Insurance

Life and AD&D Insurance

Short-term Disability

Long-term Disability

Maternity & Parental Leave

FSA/Health Savings Accounts

Commuter & Transit Benefit

Perkspot Corporate Discount

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient is seeking an Onboarding Specialist II in Seattle to oversee end-to-end onboarding for new clients and accounts. You will prepare and process paperwork, coordinate signatures, and manage asset transfers with high accuracy while delivering exceptional client service.

The role requires a Bachelor's degree and 2–3 years in operations or client service within a financial services environment. This onsite position offers a 4-day workweek with competitive benefits.

Qualifications

• Bachelor's degree required.
• 2-3 years of operations or client service experience at an RIA or similar financial services company.
• Experience with Schwab, Fidelity, Salesforce, Addepar and DocuSign or ability to learn quickly.
• Excellent verbal, written, analytical, and organizational skills.

Responsibilities

• Oversee end-to-end onboarding for new clients and accounts.
• Prepare and process new account 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 client service specialists and internal teams to ensure timely onboarding.

Education

Bachelor's degree

Tools

Charles Schwab

Fidelity

Salesforce

Addepar

DocuSign

Job description

Corient is seeking an Onboarding Specialist II in Seattle to oversee end-to-end onboarding for new clients and accounts. You will prepare and process paperwork, coordinate signatures, and manage asset transfers with high accuracy while delivering exceptional client service.

The role requires a Bachelor's degree and 2–3 years in operations or client service within a financial services environment. This onsite position offers a 4-day workweek with competitive benefits.