Onboarding Specialist II — Wealth Management Ops

Corient; Salt Lake City (UT); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan Options

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Paid Parental Leave

Flexible Spending Accounts

Job summary

Corient, the world’s largest multi-family office and wealth manager, seeks an Onboarding Specialist II in Salt Lake City. You will manage end-to-end onboarding, from WMA generation to account setup, handle paperwork and signatures via DocuSign, and coordinate asset transfers.

The role requires a bachelor’s degree and 2–3 years in operations or client service at an RIA or financial services firm, plus experience with Salesforce, Addepar, and custodial forms; work onsite 4 days/week and maintain

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 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

Customer service

Communication

Analytical

Organizational skills

Attention to detail

Team collaboration

Discretion/confidentiality

Education

Bachelor's degree

Tools

DocuSign

Salesforce

Addepar

Charles Schwab

Fidelity

Job description

Corient, the world’s largest multi-family office and wealth manager, seeks an Onboarding Specialist II in Salt Lake City. You will manage end-to-end onboarding, from WMA generation to account setup, handle paperwork and signatures via DocuSign, and coordinate asset transfers.

The role requires a bachelor’s degree and 2–3 years in operations or client service at an RIA or financial services firm, plus experience with Salesforce, Addepar, and custodial forms; work onsite 4 days/week and maintain