Wealth Management Onboarding Specialist II

CI Financial; Salt Lake City (UT); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) Match

Medical plans (4 options)

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Paid Maternity & Parental Leave

Flexible Spending Accounts & Health0S

Dependent Care FSA

Commuter & Transit FSA

Perkspot discount program

Training reimbursement

Paid professional designations

Volunteer days

Job summary

Corient is seeking an Onboarding Specialist II to oversee end-to-end onboarding for new clients and accounts, from WMA generation to account setup and funding. You will prepare paperwork, coordinate with clients for signatures via DocuSign or mail, and manage asset transfers including ACATs, rollovers, and wires.

You will deliver outstanding service, work with client service specialists and internal teams, and ensure timely onboarding.

Qualifications

• Bachelor’s degree from an accredited institution.
• 2–3 years of operations or client service experience at an RIA or similar financial services company.
• Experience with Charles Schwab, Fidelity, Salesforce, Addepar, DocuSign (competency or ability to learn quickly).
• Excellent verbal, written, analytical, and organizational skills.
• Ability to identify, meet and follow through with client needs and requests.
• Able to work independently with minimal to no supervision but enjoy being part of a team.
• Must be confidential with all client and firm matters.
• This position is required to work onsite 4 days per week.

Responsibilities

• Oversee the end-to-end onboarding process for new clients and accounts, from WMA generation to account setup and funding.
• Prepare and process new account paperwork including custodial forms, wealth management agreements, transfer forms, and disclosures with a high level of accuracy.
• Coordinate directly with clients to obtain signatures via DocuSign or mail.
• Manage asset transfers including ACATs, rollovers, and wires.
• Deliver outstanding customer service by addressing client questions and needs during the onboarding process.
• Collaborate closely with client service specialists and internal teams to gather information and ensure the completion of timely onboarding.

Skills

Customer service

Onboarding

Communication

Attention to detail

Team collaboration

Education

Bachelor’s degree

Tools

DocuSign

Salesforce

Addepar

Charles Schwab

Fidelity

Job description

Corient is seeking an Onboarding Specialist II to oversee end-to-end onboarding for new clients and accounts, from WMA generation to account setup and funding. You will prepare paperwork, coordinate with clients for signatures via DocuSign or mail, and manage asset transfers including ACATs, rollovers, and wires.

You will deliver outstanding service, work with client service specialists and internal teams, and ensure timely onboarding.