Wealth Client Services & Onboarding Specialist

Corient Services LLC; San Diego (CA); On-site; USD 69,550 - 90,325; Full time

Benefits offered by this job

401(k) plan with employer matching

Generously subsidized medical plans

Employer-paid dental and vision insurance

Paid maternity and parental leave

Job summary

Corient Services LLC is seeking a Client Service Associate in San Diego, California. This role manages the onboarding process for new clients and requires strong communication and organizational skills to provide exceptional client service.

The ideal candidate has a BA/BS degree and at least two years of experience in Financial Services, preferably in a Registered Investment Adviser firm. Benefits include a matching 401(k) plan, medical insurance options, and paid professional development.

Qualifications

• Minimum two years of work experience in Financial Services.
• Experience in a Registered Investment Adviser (RIA) firm preferred.
• Strong interpersonal skills and teamwork valued.

Responsibilities

• Manage the onboarding process for new clients.
• Provide superior internal and external client service.
• Research and resolve client inquiries in a timely manner.

Skills

Client service

Financial operations knowledge

Communication skills

MS Office proficiency

Organizational skills

Education

BA/BS degree

Tools

Charles Schwab Advisor Center

Fidelity Wealthscape

DocuSign

Salesforce CRM

Job description

Corient Services LLC is seeking a Client Service Associate in San Diego, California. This role manages the onboarding process for new clients and requires strong communication and organizational skills to provide exceptional client service.

The ideal candidate has a BA/BS degree and at least two years of experience in Financial Services, preferably in a Registered Investment Adviser firm. Benefits include a matching 401(k) plan, medical insurance options, and paid professional development.