Onboarding Specialist II - Wealth Management Client Setup

ci; Seattle (WA); On-site; USD 41,000 - 55,000; Full time

Job summary

Corient is seeking an Onboarding Specialist II. You will oversee the end-to-end onboarding process for new clients and accounts, from WMA generation to account setup and funding, delivering accurate paperwork and a high level of service.

You will coordinate with clients to obtain signatures via DocuSign or mail, manage asset transfers (ACATs, rollovers, wires) and collaborate with client service specialists to ensure a smooth onboarding experience.

Qualifications

• 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

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.

Skills

Client service

Analytical skills

Organizational skills

Verbal communication

Independence

Education

Bachelor's degree

Tools

Charles Schwab

Fidelity

Salesforce

Addepar

DocuSign

Job description

Corient is seeking an Onboarding Specialist II. You will oversee the end-to-end onboarding process for new clients and accounts, from WMA generation to account setup and funding, delivering accurate paperwork and a high level of service.

You will coordinate with clients to obtain signatures via DocuSign or mail, manage asset transfers (ACATs, rollovers, wires) and collaborate with client service specialists to ensure a smooth onboarding experience.