Wealth Client Onboarding Specialist II

Corient; Houston (TX); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) Match

Medical plans

Dental & Vision Insurance

Short/Long-term Disability

Parental Leave

FSAs & HSAs

Perkspot discounts

Training reimbursement

Professional designations

Volunteer days

Job summary

Corient in Houston, TX is seeking an Onboarding Specialist II to oversee full onboarding for new clients and accounts, from paperwork to funding. You will coordinate with clients to obtain signatures, manage ACATs/rollovers, and ensure accurate transfer of assets while delivering exceptional service.

The role requires a Bachelor's degree and 2–3 years of operations or client service experience in financial services, with proficiency in tools like DocuSign and Salesforce.

Qualifications

• Bachelor's degree from an accredited institution.
• 2-3 years of operations or client service experience in a financial services firm.
• Experience with wealth management tools and document workflows.

Responsibilities

• Oversee the end-to-end onboarding process for new clients and accounts.
• Prepare and process onboarding paperwork with high accuracy.
• Coordinate with clients to obtain signatures via DocuSign or mail.
• Manage asset transfers including ACATs, rollovers, and wires.
• Deliver outstanding client service during onboarding.
• Collaborate with internal teams to ensure timely onboarding.

Skills

Verbal communication

Written communication

Analytical skills

Organizational skills

Independence

Discretion/confidentiality

Education

Bachelor's degree

Tools

Charles Schwab

Fidelity

Salesforce

Addepar

DocuSign

Job description

Corient in Houston, TX is seeking an Onboarding Specialist II to oversee full onboarding for new clients and accounts, from paperwork to funding. You will coordinate with clients to obtain signatures, manage ACATs/rollovers, and ensure accurate transfer of assets while delivering exceptional service.

The role requires a Bachelor's degree and 2–3 years of operations or client service experience in financial services, with proficiency in tools like DocuSign and Salesforce.