Wealth Client Onboarding & Service Specialist II

Corient; Washington; On-site; USD 69,000 - 86,000; Full time

Benefits offered by this job

401(k) matching

Medical plans

Dental, Vision & Life Insurance

Disability insurance

Maternity / Parental Leave

FSAs / Health Savings Accounts

Commuter benefits

Perkspot discounts

Training reimbursement

Professional designations paid

Volunteer days

Job summary

Corient is seeking a detail-oriented financial services professional to manage end-to-end onboarding of clients, handle custodial paperwork, and establish new accounts. You will deliver proactive client service, anticipate needs, and support the team with training and process improvements.

The role requires a BA/BS and at least two years in financial services, with familiarity in major platforms like Schwab Advisor Center, Fidelity Wealthscape, DocuSign, Tamarac, Addepar, and Salesforce CRM.

Qualifications

• BA/BS degree required.
• Minimum two (2) years’ work experience in Financial Services; RIA experience preferred.
• Experience with Schwab Advisor Center, Fidelity Wealthscape, DocuSign, Tamarac, Addepar, Salesforce CRM is a plus.
• Excellent written and oral communication skills; proficiency in MS Office.

Responsibilities

• Onboard new clients end-to-end; prepare custodial paperwork and establish accounts.
• Provide superior client service by anticipating needs and delivering quality product timely.
• Train, mentor and assist team members; develop additional skill sets for Digital Concierge and other areas.
• Maintain client accounts, records and systems per firm standards; perform daily reconciliations.
• Educate clients on account services and participate in client meetings and reporting.

Skills

Client service

Communication

Team player

Organization

Multitasking

Education

BA/BS degree

Tools

Charles Schwab Advisor Center

Fidelity Wealthscape

DocuSign

Tamarac

Addepar

Salesforce CRM

Job description

Corient is seeking a detail-oriented financial services professional to manage end-to-end onboarding of clients, handle custodial paperwork, and establish new accounts. You will deliver proactive client service, anticipate needs, and support the team with training and process improvements.

The role requires a BA/BS and at least two years in financial services, with familiarity in major platforms like Schwab Advisor Center, Fidelity Wealthscape, DocuSign, Tamarac, Addepar, and Salesforce CRM.