Wealth Onboarding Specialist II

CI Financial; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan Options

Dental Vision & Life Insurance

AD&D Insurance

Short/Long-term Disability

Paid Maternity & Parental Leave

Flexible Spending Accounts

Job summary

Corient is seeking an Onboarding Specialist II to oversee the end-to-end onboarding of 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 with clients to obtain signatures via DocuSign or mail, manage asset transfers including ACATs, rollovers, and wires, and deliver outstanding service by addressing

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, or ability to learn quickly.
• Excellent verbal, written, analytical, and organizational skills.
• Ability to identify, meet and follow through with client needs and requests.
• 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 with client service specialists and internal teams to ensure timely onboarding.

Skills

Verbal/written communication

Analytical skills

Organizational skills

Education

Bachelor’s degree

Tools

DocuSign

Salesforce

Addepar

Fidelity

Charles Schwab

Job description

Corient is seeking an Onboarding Specialist II to oversee the end-to-end onboarding of 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 with clients to obtain signatures via DocuSign or mail, manage asset transfers including ACATs, rollovers, and wires, and deliver outstanding service by addressing