Onboarding Specialist II Wealth Management Champion

Emploive; Seattle, Northern (WA, KY); Hybrid; USD 41,000 - 55,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical plans fully subsidized

Dental, Vision & Life Insurance

Job summary

Corient is seeking an Onboarding Specialist II to oversee end-to-end onboarding for new clients and accounts, from WMA generation to account setup and funding. You will prepare paperwork, coordinate signatures via DocuSign, and manage asset transfers including ACATs, rollovers, and wires.

Minimum 2–3 years in operations or client service at a financial services firm; familiarity with Schwab, Fidelity, Salesforce, Addepar, and DocuSign is preferred.

Qualifications

• Bachelor's degree from an accredited institution.
• 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; ability to learn quickly.

Responsibilities

• Oversee end-to-end onboarding for new clients and accounts, from WMA generation to account setup and funding.
• 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.

Education

Bachelor's degree from an accredited institution

Tools

DocuSign

ACATs

Salesforce

Addepar

Charles Schwab

Fidelity

Job description

Corient is seeking an Onboarding Specialist II to oversee end-to-end onboarding for new clients and accounts, from WMA generation to account setup and funding. You will prepare paperwork, coordinate signatures via DocuSign, and manage asset transfers including ACATs, rollovers, and wires.

Minimum 2–3 years in operations or client service at a financial services firm; familiarity with Schwab, Fidelity, Salesforce, Addepar, and DocuSign is preferred.