Wealth Onboarding & Operations Associate

CI Financial; Boston (MA); In loco; USD 55.000 - 85.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) Plan

Medical, Dental & Vision

AD&D & Disability

Paid Parental Leave

Commuter Benefits

Training Reimbursement

Descrizione del lavoro

Corient in Boston is seeking a detail-oriented Client Services Specialist to support custodian paperwork, fund transfers, and account maintenance for high-net-worth clients. You will prepare documentation for managed accounts, assist with subscription processes, and help with bill paying and accounting tasks using QuickBooks.

The role requires a bachelor’s degree and 2–4 years of relevant experience, with strong Excel and Office skills, excellent communication, and the ability to work

Competenze

• Bachelor’s degree required.
• 2–4 years of relevant experience preferred.
• Proficiency in Microsoft Office, with a high level of competency in Excel.
• Maintain integrity and confidentiality.
• Strong teamwork and collaboration, but also ability to work independently.
• Excellent written and verbal communication skills.
• Analytical and organizational skills.
• Detail-oriented while multi-tasking in a fast-paced environment.
• Ownership of projects from start to finish.
• Travel is not required.

Mansioni

• Complete custodian paperwork to establish accounts for individuals, trusts or entities.
• Transfer funds via check requests, wires, SLOAs, or Money Links and update account details.
• Prepare manager paperwork for managed accounts and assist with subscription document preparation.
• Assist with bill pay, accounting tasks in QuickBooks, and month-end reconciliations.
• Prepare customized cash flow and other financial reports for clients upon request.
• Assist in quarterly meetings: agendas, deliverables, task lists, and document organization.
• Provide general office support and cover on errands as needed.
• Support client teams with various administrative tasks.

Conoscenze

Microsoft Office

Excel

Communication

Formazione

Bachelor's degree

Strumenti

QuickBooks

Descrizione del lavoro

Corient in Boston is seeking a detail-oriented Client Services Specialist to support custodian paperwork, fund transfers, and account maintenance for high-net-worth clients. You will prepare documentation for managed accounts, assist with subscription processes, and help with bill paying and accounting tasks using QuickBooks.

The role requires a bachelor’s degree and 2–4 years of relevant experience, with strong Excel and Office skills, excellent communication, and the ability to work