Wealth Client Onboarding & Service Specialist II

Corient; Seattle (WA); On-site; USD 68,640 - 85,800; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Employer paid Medical, Dental, Vision Insurance

Paid Maternity & Parental Leave

Training Reimbursement

Job summary

Corient in Seattle seeks a Client Service Representative to manage the onboarding of new clients and provide superior client service. The ideal candidate has a BA/BS degree and a minimum of two years of financial services experience, preferably in a Registered Investment Adviser (RIA) firm.

You will be responsible for training team members, maintaining client accounts, and ensuring data integrity. The role requires strong organizational and communication skills. Corient offers a supportive environment for professional growth.

Qualifications

• Minimum two (2) years of work experience in Financial Services.
• Experience with operations in a Registered Investment Adviser (RIA) firm preferred.
• Proficient in MS Office applications, particularly Word and Excel.

Responsibilities

• Manage onboarding process of new clients.
• Provide superior internal and external client service.
• Trains and mentors team members.

Skills

Client service

Communication skills

Organizational skills

Teamwork

Attention to detail

Education

BA/BS degree

Tools

Charles Schwab Advisor Center

Salesforce CRM

DocuSign

Job description

Corient in Seattle seeks a Client Service Representative to manage the onboarding of new clients and provide superior client service. The ideal candidate has a BA/BS degree and a minimum of two years of financial services experience, preferably in a Registered Investment Adviser (RIA) firm.

You will be responsible for training team members, maintaining client accounts, and ensuring data integrity. The role requires strong organizational and communication skills. Corient offers a supportive environment for professional growth.