Wealth Client Onboarding Specialist II

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

Benefits offered by this job

401(k) Plan with Employer Matching

Employer paid Dental and Vision Insurance

Paid Maternity & Parental Leave

Job summary

Corient Private Wealth LLC. is looking for a Client Service Specialist II in Seattle to manage the onboarding process of new clients and provide exceptional service. You will assist clients and team members while ensuring compliance and accuracy in account management.

The ideal candidate has a BA/BS degree and a strong background in financial services, with excellent communication and organizational skills. Competitive pay and great employee benefits are included.

Qualifications

• Minimum two years’ work experience in Financial Services preferred.
• Experience with account management and onboarding processes.
• Strong interpersonal skills required.

Responsibilities

• Manage the onboarding process for new clients.
• Provide superior client service by anticipating needs.
• Assist team members and mentor as needed.

Skills

Client service

Financial services knowledge

Communication skills

Organization and multitasking

Education

BA/BS degree

Tools

Charles Schwab Advisor Center

Salesforce CRM

Microsoft Office

Job description

Corient Private Wealth LLC. is looking for a Client Service Specialist II in Seattle to manage the onboarding process of new clients and provide exceptional service. You will assist clients and team members while ensuring compliance and accuracy in account management.

The ideal candidate has a BA/BS degree and a strong background in financial services, with excellent communication and organizational skills. Competitive pay and great employee benefits are included.