Wealth Onboarding Specialist II

Corient Private Wealth LLC.; Boston (MA); On-site; USD 41,328 - 50,971; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Generously subsidized Medical Plan

Employer paid Dental, Vision & Life Insurance

Paid Maternity & Parental Leave

Job summary

Corient Private Wealth LLC. in Boston is seeking an Onboarding Specialist II to oversee the end-to-end onboarding process for new clients. You will work closely with clients and internal teams to ensure accurate and timely account setup.

The ideal candidate has a bachelor's degree and 2-3 years of experience in client service, with proficiency in tools like DocuSign and Salesforce.

This role requires working onsite four days a week and offers competitive pay ranging from $30 to $37 per hour.

Qualifications

• Bachelor's degree from an accredited institution.
• Minimum of 2-3 years of operations or client service experience.
• Required to work onsite 4 days a week.

Responsibilities

• Oversee the end-to-end onboarding process for new clients.
• Prepare and process new account paperwork with high accuracy.
• Deliver outstanding customer service during the onboarding process.

Skills

Client service experience

Excellent verbal and written communication

Analytical skills

Organizational skills

Confidentiality

Education

Bachelor's degree

Tools

Charles Schwab

Fidelity

Salesforce

Addepar

DocuSign

Job description

Corient Private Wealth LLC. in Boston is seeking an Onboarding Specialist II to oversee the end-to-end onboarding process for new clients. You will work closely with clients and internal teams to ensure accurate and timely account setup.

The ideal candidate has a bachelor's degree and 2-3 years of experience in client service, with proficiency in tools like DocuSign and Salesforce.

This role requires working onsite four days a week and offers competitive pay ranging from $30 to $37 per hour.